-11.4%
INSM vs ROIV
+177.7%
-189.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.8% |
| 7D | +6.5% | +0.6% | +5.9% | +6.3% |
| 30D | +27.5% | +1.0% | +26.6% | +26.9% |
| 3M | +20.4% | +18.3% | +2.1% | +13.7% |
| 6M | -15.7% | +18.3% | -34.1% | -20.9% |
| YTD | -27.4% | +61.0% | -88.4% | -36.9% |
| 1Y | -11.4% | +177.9% | -189.3% | -28.2% |
| All | -11.4% | +177.7% | -189.1% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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