-24.5%
KVUE vs INSM
+560.9%
-585.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.7% | -0.1% |
| 7D | -5.1% | +2.5% | -7.6% | -5.1% |
| 30D | -6.3% | -2.2% | -4.2% | -6.3% |
| 3M | -0.5% | +33.8% | -34.3% | -0.5% |
| 6M | +3.1% | -7.2% | +10.3% | +3.2% |
| YTD | +6.7% | -25.6% | +32.3% | +7.0% |
| 1Y | -1.1% | -11.2% | +10.1% | -1.0% |
| 3Y | -8.7% | +388.3% | -397.1% | -8.6% |
| All | -24.5% | +560.9% | -585.4% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 all: compounded portfolio wealth divided by compounded INSM 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…
all analysis · Full analysis span regression · 6 months rolling