+248.8%
NBIS vs INSM
-11.6%
+260.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.8% | +7.5% |
| 7D | +8.2% | +6.5% | +1.7% | +7.8% |
| 30D | +3.4% | +27.5% | -24.2% | +0.7% |
| 3M | -12.8% | +20.4% | -33.2% | -13.5% |
| 6M | +131.5% | -15.7% | +147.3% | +146.4% |
| YTD | +170.5% | -27.4% | +197.9% | +194.8% |
| 1Y | +248.8% | -11.4% | +260.2% | +253.8% |
| All | +248.8% | -11.6% | +260.4% | +253.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling