+272.5%
SNDK vs INSM
-40.5%
+313.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -1.1% | -21.1% | -22.2% |
| 7D | -39.4% | -2.5% | -36.8% | -39.2% |
| 30D | -51.4% | +3.4% | -54.8% | -51.5% |
| 3M | -40.3% | +9.8% | -50.1% | -41.7% |
| 6M | -42.7% | -22.0% | -20.7% | -38.1% |
| YTD | +239.7% | -37.5% | +277.2% | +296.1% |
| 1Y | +272.5% | -41.8% | +314.3% | +269.4% |
| All | +272.5% | -40.5% | +313.0% | +269.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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