-39.3%
INSM vs SUI
-4.1%
-35.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.2% |
| 7D | +8.6% | -3.8% | +12.4% | +8.5% |
| 30D | +22.0% | +3.9% | +18.0% | +21.8% |
| 3M | -10.7% | +0.2% | -11.0% | -11.2% |
| 6M | +1.8% | -4.2% | +6.0% | +1.1% |
| YTD | -32.2% | -2.5% | -29.6% | -34.5% |
| 1Y | -39.3% | -4.0% | -35.2% | -40.5% |
| All | -39.3% | -4.1% | -35.2% | -40.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling