-39.8%
INSM vs ROIV
+97.8%
-137.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.1% | -0.8% | +3.5% |
| 7D | +13.4% | +3.0% | +10.4% | +12.5% |
| 30D | +5.9% | +6.8% | -0.9% | +3.9% |
| 3M | +11.4% | +10.5% | +0.9% | +7.5% |
| 6M | -21.4% | +34.8% | -56.2% | -28.7% |
| YTD | -36.8% | +76.2% | -113.0% | -45.5% |
| 1Y | -39.8% | +92.4% | -132.2% | -48.2% |
| All | -39.8% | +97.8% | -137.6% | -48.2% |
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