+833.7%
INSM vs SU
+267.2%
+566.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +2.5% | +2.2% | +0.2% | +1.8% |
| 30D | -2.2% | +8.4% | -10.6% | -4.7% |
| 3M | +33.8% | +12.1% | +21.7% | +28.3% |
| 6M | -7.2% | +19.7% | -26.8% | -13.1% |
| YTD | -25.6% | +58.4% | -84.1% | -36.7% |
| 1Y | -11.2% | +67.2% | -78.5% | -25.8% |
| 3Y | +388.3% | +125.0% | +263.3% | +261.1% |
| 5Y | +376.6% | +355.1% | +21.6% | +158.9% |
| All | +833.7% | +267.2% | +566.5% | +476.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling