+375.0%
INSM vs SUI
+13.6%
+361.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +6.5% | -2.8% | +9.4% | +7.3% |
| 30D | +27.5% | -1.2% | +28.7% | +27.8% |
| 3M | +20.4% | -1.7% | +22.1% | +20.5% |
| 6M | -15.7% | -10.5% | -5.3% | -13.2% |
| YTD | -27.4% | -1.8% | -25.6% | -27.7% |
| 1Y | -11.4% | -4.1% | -7.3% | -11.1% |
| All | +375.0% | +13.6% | +361.4% | +355.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling