+1,185.7%
INSM vs UUUU
-92.5%
+1,278.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -0.5% |
| 7D | +0.5% | -5.0% | +5.5% | +1.0% |
| 30D | -4.0% | -7.8% | +3.8% | -3.3% |
| 3M | +38.5% | -0.4% | +39.0% | +37.8% |
| 6M | -11.5% | -32.9% | +21.4% | -8.7% |
| YTD | -26.9% | -6.3% | -20.6% | -28.2% |
| 1Y | -12.8% | +7.9% | -20.7% | -17.0% |
| 3Y | +384.7% | +85.2% | +299.5% | +317.8% |
| 5Y | +368.8% | +97.0% | +271.8% | +292.4% |
| 10Y | +865.7% | +492.6% | +373.1% | +572.9% |
| All | +1,185.7% | -92.5% | +1,278.1% | +861.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling