-29.6%
INSM vs URI
+7,167.7%
-7,197.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.9% | -5.4% | -0.3% |
| 7D | +6.2% | -4.0% | +10.2% | +7.1% |
| 30D | +15.4% | +6.8% | +8.6% | +13.3% |
| 3M | -11.4% | -2.8% | -8.6% | -11.1% |
| 6M | +14.6% | +20.9% | -6.3% | +8.3% |
| YTD | -33.3% | +40.2% | -73.5% | -40.2% |
| 1Y | -38.8% | +34.1% | -72.9% | -44.6% |
| 3Y | +395.7% | +164.1% | +231.6% | +266.6% |
| 5Y | +258.9% | +199.3% | +59.5% | +151.9% |
| 10Y | +754.3% | +1,218.8% | -464.5% | +302.6% |
| All | -29.6% | +7,167.7% | -7,197.3% | -78.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling