-12.5%
INSM vs USFD
+24.9%
-37.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.5% | +8.6% | +5.5% |
| 7D | +1.7% | -7.0% | +8.7% | +4.9% |
| 30D | -4.4% | -10.3% | +5.9% | +0.1% |
| 3M | +30.0% | +9.2% | +20.9% | +27.0% |
| 6M | -10.0% | +7.4% | -17.4% | -10.9% |
| YTD | -26.0% | +29.4% | -55.4% | -30.0% |
| 1Y | -12.5% | +24.8% | -37.3% | -17.0% |
| All | -12.5% | +24.9% | -37.4% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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