-11.2%
INSM vs SYY
+6.6%
-17.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.7% |
| 7D | +2.5% | +3.9% | -1.5% | +2.4% |
| 30D | -2.2% | -1.7% | -0.4% | -2.2% |
| 3M | +33.8% | +5.2% | +28.6% | +33.7% |
| 6M | -7.2% | -0.2% | -7.0% | -7.4% |
| YTD | -25.6% | +15.4% | -41.0% | -27.3% |
| 1Y | -11.2% | +5.6% | -16.8% | -10.4% |
| All | -11.2% | +6.6% | -17.8% | -10.4% |
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