+546.7%
INSM vs CAVA
+33.0%
+513.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +1.5% |
| 7D | +2.5% | -8.0% | +10.5% | +2.8% |
| 30D | -2.2% | -19.6% | +17.4% | -1.5% |
| 3M | +33.8% | -36.7% | +70.5% | +36.5% |
| 6M | -7.2% | -30.6% | +23.4% | -5.8% |
| YTD | -25.6% | -4.8% | -20.9% | -26.3% |
| 1Y | -11.2% | -13.1% | +1.9% | -11.5% |
| 3Y | +388.3% | +48.8% | +339.6% | +355.5% |
| All | +546.7% | +33.0% | +513.7% | +510.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 5y: compounded portfolio wealth divided by compounded CAVA 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…
5y analysis · Full analysis span regression · 6 months rolling