+54.5%
ADI vs INSM
-11.6%
+66.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.2% | +4.8% |
| 7D | +4.6% | +2.5% | +2.1% | +4.5% |
| 30D | -1.2% | -2.2% | +1.0% | -1.1% |
| 3M | -7.8% | +33.8% | -41.6% | -9.2% |
| 6M | +19.3% | -7.2% | +26.5% | +19.3% |
| YTD | +40.9% | -25.6% | +66.6% | +40.1% |
| 1Y | +54.5% | -11.2% | +65.7% | +55.4% |
| All | +54.5% | -11.6% | +66.1% | +55.4% |
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