+833.7%
INSM vs UUUU
+465.5%
+368.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.6% |
| 7D | +2.5% | -10.5% | +13.0% | +4.5% |
| 30D | -2.2% | -10.5% | +8.3% | -0.5% |
| 3M | +33.8% | -14.1% | +47.9% | +36.2% |
| 6M | -7.2% | -35.5% | +28.3% | -1.7% |
| YTD | -25.6% | -10.9% | -14.7% | -27.8% |
| 1Y | -11.2% | +3.4% | -14.6% | -18.9% |
| 3Y | +388.3% | +73.1% | +315.2% | +271.9% |
| 5Y | +376.6% | +87.1% | +289.5% | +239.2% |
| All | +833.7% | +465.5% | +368.2% | +363.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling