+49.9%
TRV vs INSM
-40.6%
+90.5%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.3% | -1.8% | +3.4% |
| 7D | +3.9% | +13.4% | -9.6% | +3.7% |
| 30D | +13.5% | +5.9% | +7.5% | +13.3% |
| 3M | +8.9% | +11.4% | -2.5% | +8.5% |
| 6M | +36.8% | -21.4% | +58.2% | +37.2% |
| YTD | +42.7% | -36.8% | +79.5% | +43.1% |
| 1Y | +49.9% | -39.8% | +89.7% | +50.1% |
| All | +49.9% | -40.6% | +90.5% | +50.1% |
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