-39.8%
INSM vs NVT
+3.0%
-42.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -12.7% | +18.0% | +6.6% |
| 7D | +13.4% | -19.5% | +32.9% | +16.0% |
| 30D | +5.9% | -32.4% | +38.3% | +11.4% |
| 3M | +11.4% | -30.3% | +41.7% | +16.2% |
| 6M | -21.4% | -30.4% | +9.0% | -17.8% |
| YTD | -36.8% | +11.3% | -48.1% | -37.4% |
| 1Y | -39.8% | +3.6% | -43.4% | -38.3% |
| All | -39.8% | +3.0% | -42.8% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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