-21.9%
INSM vs SYY
+659.8%
-681.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +1.0% | +2.3% |
| 7D | +1.7% | -0.2% | +1.9% | +1.8% |
| 30D | -4.4% | -2.7% | -1.7% | -3.5% |
| 3M | +30.0% | +5.9% | +24.2% | +27.1% |
| 6M | -10.0% | -2.3% | -7.7% | -10.3% |
| YTD | -26.0% | +13.1% | -39.1% | -30.5% |
| 1Y | -12.5% | +3.8% | -16.3% | -15.2% |
| 3Y | +390.5% | +26.7% | +363.7% | +332.8% |
| 5Y | +357.7% | +19.4% | +338.3% | +312.6% |
| 10Y | +877.2% | +112.0% | +765.3% | +555.6% |
| All | -21.9% | +659.8% | -681.8% | -57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling