+388.3%
INSM vs SEI
+594.6%
-206.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.3% |
| 7D | +2.5% | +22.6% | -20.1% | +0.9% |
| 30D | -2.2% | +9.1% | -11.3% | -3.0% |
| 3M | +33.8% | -11.3% | +45.1% | +34.1% |
| 6M | -7.2% | +22.0% | -29.2% | -8.6% |
| YTD | -25.6% | +47.3% | -72.9% | -27.7% |
| 1Y | -11.2% | +124.8% | -136.0% | -16.2% |
| 3Y | +388.3% | +591.3% | -202.9% | +274.5% |
| All | +388.3% | +594.6% | -206.2% | +274.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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