-39.8%
INSM vs LUV
+57.3%
-97.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.8% | -1.5% | +4.6% |
| 7D | +13.4% | +6.8% | +6.6% | +12.6% |
| 30D | +5.9% | +10.9% | -5.0% | +4.8% |
| 3M | +11.4% | -4.2% | +15.6% | +11.0% |
| 6M | -21.4% | +22.1% | -43.6% | -24.9% |
| YTD | -36.8% | +13.8% | -50.6% | -39.6% |
| 1Y | -39.8% | +59.2% | -99.1% | -43.3% |
| All | -39.8% | +57.3% | -97.2% | -43.3% |
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