-11.2%
INSM vs SU
+67.3%
-78.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +2.5% | +2.2% | +0.2% | +2.4% |
| 30D | -2.2% | +8.4% | -10.6% | -2.2% |
| 3M | +33.8% | +12.1% | +21.7% | +32.8% |
| 6M | -7.2% | +19.7% | -26.8% | -7.5% |
| YTD | -25.6% | +58.4% | -84.1% | -27.6% |
| 1Y | -11.2% | +67.2% | -78.5% | -13.2% |
| All | -11.2% | +67.3% | -78.5% | -13.2% |
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 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