+79.3%
ADI vs INSM
-40.6%
+119.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.3% | -8.6% | -3.5% |
| 7D | -5.1% | +13.4% | -18.6% | -5.8% |
| 30D | -3.1% | +5.9% | -9.0% | -3.4% |
| 3M | +7.1% | +11.4% | -4.2% | +6.2% |
| 6M | +2.9% | -21.4% | +24.3% | +3.8% |
| YTD | +51.1% | -36.8% | +87.9% | +52.4% |
| 1Y | +79.3% | -39.8% | +119.1% | +79.2% |
| All | +79.3% | -40.6% | +119.9% | +79.2% |
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