+47.9%
XBI vs INSM
-40.6%
+88.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.3% | -2.7% | +1.7% |
| 7D | +1.0% | +13.4% | -12.4% | -1.4% |
| 30D | +1.9% | +5.9% | -4.1% | +0.6% |
| 3M | +4.8% | +11.4% | -6.6% | +1.8% |
| 6M | +19.3% | -21.4% | +40.7% | +23.8% |
| YTD | +30.6% | -36.8% | +67.4% | +40.2% |
| 1Y | +47.9% | -39.8% | +87.7% | +57.2% |
| All | +47.9% | -40.6% | +88.5% | +57.2% |
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