-37.7%
INSM vs URI
+36.1%
-73.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.2% | -3.1% | +0.6% |
| 7D | +9.8% | +2.4% | +7.4% | +9.4% |
| 30D | +22.5% | +8.9% | +13.6% | +21.2% |
| 3M | -8.9% | +0.8% | -9.7% | -9.2% |
| 6M | +16.2% | +23.1% | -6.9% | +13.8% |
| YTD | -30.6% | +43.1% | -73.7% | -32.2% |
| 1Y | -37.7% | +35.7% | -73.4% | -38.9% |
| All | -37.7% | +36.1% | -73.7% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling