+320.7%
MUU vs INSM
-7.8%
+328.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.1% | +2.4% | +4.8% |
| 7D | +15.0% | +1.7% | +13.3% | +14.6% |
| 30D | +36.8% | -4.4% | +41.2% | +37.8% |
| 3M | -8.5% | +30.0% | -38.6% | -14.8% |
| 6M | +320.7% | -10.0% | +330.7% | +329.8% |
| All | +320.7% | -7.8% | +328.5% | +329.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling