-12.5%
INSM vs SUI
-6.7%
-5.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.2% |
| 7D | +1.7% | -4.3% | +6.0% | +1.9% |
| 30D | -4.4% | -2.1% | -2.3% | -4.4% |
| 3M | +30.0% | -6.1% | +36.1% | +30.8% |
| 6M | -10.0% | -12.8% | +2.7% | -7.2% |
| YTD | -26.0% | -4.6% | -21.4% | -27.5% |
| 1Y | -12.5% | -7.7% | -4.8% | -15.2% |
| All | -12.5% | -6.7% | -5.8% | -15.2% |
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