-11.4%
INSM vs SU
+70.8%
-82.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.3% |
| 7D | +6.5% | +2.9% | +3.6% | +6.5% |
| 30D | +27.5% | +7.2% | +20.4% | +27.4% |
| 3M | +20.4% | +2.8% | +17.5% | +21.0% |
| 6M | -15.7% | +18.2% | -33.9% | -15.9% |
| YTD | -27.4% | +54.0% | -81.4% | -28.7% |
| 1Y | -11.4% | +70.1% | -81.5% | -10.8% |
| All | -11.4% | +70.8% | -82.1% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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