+375.6%
INSM vs AVAV
+31.0%
+344.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.0% | -1.4% |
| 7D | +2.8% | +3.2% | -0.4% | +2.5% |
| 30D | -4.7% | -20.3% | +15.6% | -2.7% |
| 3M | +32.6% | -19.4% | +52.1% | +34.6% |
| 6M | -10.9% | -35.3% | +24.4% | -8.1% |
| YTD | -28.2% | -38.5% | +10.3% | -26.2% |
| 1Y | -14.9% | -37.2% | +22.3% | -13.2% |
| 3Y | +375.6% | +31.1% | +344.5% | +301.8% |
| All | +375.6% | +31.0% | +344.6% | +301.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling