+12.8%
TEAM vs INSM
-11.6%
+24.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.7% |
| 7D | -0.4% | +6.5% | -7.0% | +0.6% |
| 30D | +67.3% | +27.5% | +39.8% | +74.9% |
| 3M | +86.8% | +20.4% | +66.4% | +93.7% |
| 6M | +146.8% | -15.7% | +162.6% | +146.9% |
| YTD | +16.9% | -27.4% | +44.4% | +16.6% |
| 1Y | +12.8% | -11.4% | +24.2% | +10.5% |
| All | +12.8% | -11.6% | +24.4% | +10.5% |
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