-11.4%
INSM vs NVDX
+34.6%
-46.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.4% |
| 7D | +6.5% | +11.6% | -5.1% | +6.0% |
| 30D | +27.5% | +7.5% | +20.0% | +27.1% |
| 3M | +20.4% | +2.1% | +18.3% | +20.0% |
| 6M | -15.7% | +35.5% | -51.3% | -16.9% |
| YTD | -27.4% | +24.1% | -51.6% | -28.4% |
| 1Y | -11.4% | +33.0% | -44.3% | -14.1% |
| All | -11.4% | +34.6% | -46.0% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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