-52.7%
TEAM vs INSM
+352.6%
-405.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.1% |
| 7D | -7.8% | +0.5% | -8.2% | -7.8% |
| 30D | +16.5% | -4.0% | +20.5% | +16.9% |
| 3M | +96.2% | +38.5% | +57.6% | +87.4% |
| 6M | +130.2% | -11.5% | +141.7% | +129.4% |
| YTD | +10.7% | -26.9% | +37.6% | +13.0% |
| 1Y | +3.0% | -12.8% | +15.8% | +1.7% |
| 3Y | -13.1% | +384.7% | -397.8% | -36.7% |
| 5Y | -52.7% | +368.8% | -421.5% | -67.8% |
| All | -52.7% | +352.6% | -405.4% | -67.8% |
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