+375.6%
INSM vs OVV
+47.2%
+328.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.9% |
| 7D | +2.8% | -3.7% | +6.5% | +3.7% |
| 30D | -4.7% | +8.0% | -12.7% | -6.5% |
| 3M | +32.6% | +11.3% | +21.4% | +29.0% |
| 6M | -10.9% | +24.0% | -34.9% | -15.6% |
| YTD | -28.2% | +65.3% | -93.6% | -36.8% |
| 1Y | -14.9% | +60.2% | -75.0% | -24.8% |
| 3Y | +375.6% | +46.9% | +328.7% | +327.4% |
| All | +375.6% | +47.2% | +328.3% | +327.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling