+367.9%
INSM vs UUUU
+79.1%
+288.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.7% |
| 7D | +2.5% | -10.5% | +13.0% | +4.7% |
| 30D | -2.2% | -10.5% | +8.3% | -0.3% |
| 3M | +33.8% | -14.1% | +47.9% | +36.4% |
| 6M | -7.2% | -35.5% | +28.3% | -1.2% |
| YTD | -25.6% | -10.9% | -14.7% | -28.5% |
| 1Y | -11.2% | +3.4% | -14.6% | -21.2% |
| 3Y | +388.3% | +73.1% | +315.2% | +240.8% |
| All | +367.9% | +79.1% | +288.7% | +197.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling