+375.6%
INSM vs ROIV
+253.6%
+122.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.8% | -19.9% | -6.7% |
| 7D | +2.8% | +20.2% | -17.4% | -3.5% |
| 30D | -4.7% | +14.1% | -18.9% | -9.1% |
| 3M | +32.6% | +45.6% | -13.0% | +17.1% |
| 6M | -10.9% | +44.1% | -55.0% | -21.2% |
| YTD | -28.2% | +91.2% | -119.4% | -42.3% |
| 1Y | -14.9% | +221.3% | -236.2% | -42.0% |
| 3Y | +375.6% | +229.2% | +146.4% | +201.9% |
| All | +375.6% | +253.6% | +122.0% | +201.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling