+833.7%
INSM vs IQV
+242.6%
+591.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | -0.1% | +0.7% |
| 7D | +2.5% | -2.2% | +4.7% | +3.7% |
| 30D | -2.2% | +8.3% | -10.5% | -6.6% |
| 3M | +33.8% | +44.6% | -10.8% | +5.7% |
| 6M | -7.2% | +52.6% | -59.7% | -30.2% |
| YTD | -25.6% | +16.1% | -41.8% | -35.4% |
| 1Y | -11.2% | +37.3% | -48.5% | -31.6% |
| 3Y | +388.3% | +21.6% | +366.8% | +275.8% |
| 5Y | +376.6% | +0.5% | +376.2% | +309.4% |
| All | +833.7% | +242.6% | +591.1% | +135.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 10y: compounded portfolio wealth divided by compounded IQV 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…
10y analysis · Full analysis span regression · 6 months rolling