+536.1%
INSM vs CAVA
+28.6%
+507.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.4% | +3.3% | -1.0% |
| 7D | +0.5% | -12.4% | +12.9% | +0.9% |
| 30D | -4.0% | -11.2% | +7.2% | -3.7% |
| 3M | +38.5% | -33.8% | +72.3% | +40.8% |
| 6M | -11.5% | -32.5% | +21.0% | -10.1% |
| YTD | -26.9% | -8.0% | -18.9% | -27.4% |
| 1Y | -12.8% | -17.1% | +4.3% | -12.8% |
| 3Y | +384.7% | +37.8% | +346.9% | +352.7% |
| All | +536.1% | +28.6% | +507.5% | +501.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling