+487.9%
INSM vs NVD
-99.1%
+587.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.5% | -5.6% | -0.6% |
| 7D | +0.5% | +9.0% | -8.6% | +1.6% |
| 30D | -4.0% | -5.5% | +1.5% | -4.3% |
| 3M | +38.5% | -24.6% | +63.1% | +35.0% |
| 6M | -11.5% | -42.1% | +30.5% | -15.6% |
| YTD | -26.9% | -44.3% | +17.5% | -30.2% |
| 1Y | -12.8% | -54.2% | +41.4% | -18.2% |
| 3Y | +384.7% | -99.1% | +483.8% | +276.0% |
| All | +487.9% | -99.1% | +587.0% | +355.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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