-11.4%
INSM vs IOVA
+299.5%
-310.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | +6.5% | +9.7% | -3.2% | +4.2% |
| 30D | +27.5% | +102.5% | -75.0% | +6.7% |
| 3M | +20.4% | +100.7% | -80.3% | +0.3% |
| 6M | -15.7% | +106.3% | -122.1% | -30.5% |
| YTD | -27.4% | +222.0% | -249.4% | -42.4% |
| 1Y | -11.4% | +299.5% | -310.9% | -29.6% |
| All | -11.4% | +299.5% | -310.9% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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