-11.4%
INSM vs AVTR
+16.8%
-28.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.3% |
| 7D | +6.5% | +2.7% | +3.9% | +6.4% |
| 30D | +27.5% | +12.1% | +15.5% | +27.1% |
| 3M | +20.4% | +57.2% | -36.9% | +17.8% |
| 6M | -15.7% | +73.1% | -88.8% | -18.1% |
| YTD | -27.4% | +30.6% | -58.1% | -29.8% |
| 1Y | -11.4% | +13.5% | -24.9% | -15.8% |
| All | -11.4% | +16.8% | -28.2% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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