+380.3%
INSM vs XHB
+21.1%
+359.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.2% | -0.7% |
| 7D | +0.5% | -5.2% | +5.7% | +1.6% |
| 30D | -4.0% | -12.1% | +8.1% | -1.4% |
| 3M | +38.5% | -6.2% | +44.7% | +39.3% |
| 6M | -11.5% | -6.7% | -4.8% | -10.8% |
| YTD | -26.9% | -5.5% | -21.4% | -26.6% |
| 1Y | -12.8% | -15.6% | +2.9% | -10.2% |
| All | +380.3% | +21.1% | +359.2% | +308.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling