+10.7%
SNDU vs INSM
-20.6%
+31.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +5.3% | -21.1% | -15.8% |
| 7D | -48.0% | +13.4% | -61.4% | -48.2% |
| 30D | -66.4% | +5.9% | -72.4% | -66.3% |
| 3M | -58.7% | +11.4% | -70.1% | -59.7% |
| 6M | -68.6% | -21.4% | -47.2% | -63.1% |
| All | +10.7% | -20.6% | +31.3% | +28.2% |
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