+741.9%
INSM vs SUI
+118.5%
+623.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.5% | +6.7% | +5.9% |
| 7D | +1.6% | +6.2% | -4.6% | -1.2% |
| 30D | +12.5% | +8.6% | +3.9% | +8.0% |
| 3M | -13.7% | +1.0% | -14.7% | -14.6% |
| 6M | -16.5% | -2.6% | -13.9% | -16.5% |
| YTD | -34.3% | -0.1% | -34.1% | -35.3% |
| 1Y | -38.4% | +0.5% | -38.9% | -39.5% |
| 3Y | +379.9% | +15.3% | +364.7% | +330.5% |
| 5Y | +242.2% | -26.1% | +268.4% | +283.7% |
| All | +741.9% | +118.5% | +623.4% | +540.4% |
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