-94.7%
OPEN vs INSM
+258.4%
-353.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.2% | -7.3% | -9.0% |
| 7D | -31.0% | +8.6% | -39.6% | -32.6% |
| 30D | -41.5% | +22.0% | -63.5% | -44.4% |
| 3M | -64.6% | -10.7% | -53.9% | -63.9% |
| 6M | -73.8% | +1.8% | -75.6% | -74.6% |
| YTD | -78.8% | -32.2% | -46.7% | -77.7% |
| 1Y | -86.8% | -39.3% | -47.6% | -85.8% |
| 3Y | -40.6% | +397.1% | -437.8% | -67.4% |
| 5Y | -94.7% | +270.6% | -365.3% | -96.8% |
| All | -94.7% | +258.4% | -353.1% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling