+877.2%
INSM vs SUI
+104.7%
+772.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.8% |
| 7D | +1.7% | -4.3% | +6.0% | +3.8% |
| 30D | -4.4% | -2.1% | -2.3% | -3.7% |
| 3M | +30.0% | -6.1% | +36.1% | +33.0% |
| 6M | -10.0% | -12.8% | +2.7% | -4.9% |
| YTD | -26.0% | -4.6% | -21.4% | -25.3% |
| 1Y | -12.5% | -7.7% | -4.8% | -10.3% |
| 3Y | +390.5% | +10.9% | +379.5% | +347.8% |
| 5Y | +357.7% | -32.4% | +390.1% | +434.9% |
| 10Y | +877.2% | +105.7% | +771.6% | +715.5% |
| All | +877.2% | +104.7% | +772.5% | +715.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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