+3,980.1%
LIN vs INSM
-24.5%
+4,004.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.1% | +0.9% |
| 7D | +0.3% | +9.8% | -9.4% | 0.0% |
| 30D | +8.0% | +22.5% | -14.5% | +7.1% |
| 3M | +7.7% | -8.9% | +16.6% | +8.0% |
| 6M | +5.1% | +16.2% | -11.2% | +4.0% |
| YTD | +24.7% | -30.6% | +55.3% | +25.7% |
| 1Y | +25.1% | -37.7% | +62.7% | +26.6% |
| 3Y | +36.8% | +408.4% | -371.6% | +23.9% |
| 5Y | +67.9% | +279.6% | -211.7% | +52.4% |
| 10Y | +427.2% | +735.6% | -308.5% | +345.6% |
| All | +3,980.1% | -24.5% | +4,004.6% | +2,933.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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