+877.2%
INSM vs OVV
+55.1%
+822.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.0% |
| 7D | +1.7% | -3.8% | +5.5% | +2.6% |
| 30D | -4.4% | +1.3% | -5.7% | -4.7% |
| 3M | +30.0% | +14.3% | +15.7% | +25.9% |
| 6M | -10.0% | +21.1% | -31.1% | -14.3% |
| YTD | -26.0% | +66.0% | -92.0% | -34.7% |
| 1Y | -12.5% | +59.3% | -71.8% | -22.4% |
| 3Y | +390.5% | +47.6% | +342.9% | +331.3% |
| 5Y | +357.7% | +162.0% | +195.7% | +234.4% |
| 10Y | +877.2% | +56.5% | +820.7% | +516.1% |
| All | +877.2% | +55.1% | +822.1% | +516.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling