+12.5%
RIVN vs INSM
-40.6%
+53.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +5.3% | +0.5% | +5.5% |
| 7D | +20.5% | +13.4% | +7.1% | +19.4% |
| 30D | -3.7% | +5.9% | -9.6% | -4.1% |
| 3M | -10.8% | +11.4% | -22.2% | -11.8% |
| 6M | -3.1% | -21.4% | +18.3% | -2.7% |
| YTD | -28.7% | -36.8% | +8.1% | -31.3% |
| 1Y | +12.5% | -39.8% | +52.3% | -4.5% |
| All | +12.5% | -40.6% | +53.1% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling