+1,000.9%
INSM vs SSNC
+1,021.3%
-20.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.9% |
| 7D | +1.7% | -3.9% | +5.6% | +4.0% |
| 30D | -4.4% | -0.2% | -4.2% | -4.6% |
| 3M | +30.0% | +15.9% | +14.1% | +17.6% |
| 6M | -10.0% | +7.5% | -17.5% | -15.5% |
| YTD | -26.0% | -8.2% | -17.8% | -24.5% |
| 1Y | -12.5% | -9.3% | -3.2% | -10.6% |
| 3Y | +390.5% | +48.5% | +342.0% | +257.3% |
| 5Y | +357.7% | +16.0% | +341.7% | +284.6% |
| 10Y | +877.2% | +169.2% | +708.1% | +391.2% |
| All | +1,000.9% | +1,021.3% | -20.4% | +158.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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