-39.8%
INSM vs SYY
+8.7%
-48.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.8% | +1.5% | +4.8% |
| 7D | +13.4% | -6.3% | +19.8% | +14.1% |
| 30D | +5.9% | +0.7% | +5.2% | +6.3% |
| 3M | +11.4% | -6.4% | +17.8% | +11.9% |
| 6M | -21.4% | +7.6% | -29.0% | -20.7% |
| YTD | -36.8% | +7.4% | -44.2% | -37.1% |
| 1Y | -39.8% | +8.3% | -48.1% | -39.7% |
| All | -39.8% | +8.7% | -48.6% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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