+386.0%
INSM vs RVTY
+16.6%
+369.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.5% | +5.7% | +3.6% |
| 7D | +1.7% | -5.4% | +7.1% | +2.7% |
| 30D | -4.4% | +6.7% | -11.2% | -5.7% |
| 3M | +30.0% | +19.0% | +11.0% | +25.4% |
| 6M | -10.0% | +34.6% | -44.7% | -15.5% |
| YTD | -26.0% | +28.3% | -54.3% | -30.2% |
| 1Y | -12.5% | +46.0% | -58.5% | -20.4% |
| All | +386.0% | +16.6% | +369.4% | +339.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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