-11.4%
INSM vs LUV
+24.6%
-36.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.4% |
| 7D | +6.5% | +0.4% | +6.1% | +6.5% |
| 30D | +27.5% | -18.4% | +46.0% | +28.8% |
| 3M | +20.4% | -3.2% | +23.6% | +18.4% |
| 6M | -15.7% | -14.8% | -0.9% | -16.3% |
| YTD | -27.4% | -2.9% | -24.6% | -28.9% |
| 1Y | -11.4% | +29.6% | -41.0% | -13.9% |
| All | -11.4% | +24.6% | -36.0% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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