-11.2%
INSM vs SMTC
+169.6%
-180.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | +1.1% |
| 7D | +2.5% | +13.1% | -10.6% | +1.0% |
| 30D | -2.2% | +19.5% | -21.6% | -4.5% |
| 3M | +33.8% | +2.2% | +31.6% | +30.0% |
| 6M | -7.2% | +94.9% | -102.0% | -12.2% |
| YTD | -25.6% | +127.0% | -152.6% | -29.6% |
| 1Y | -11.2% | +174.6% | -185.8% | -16.6% |
| All | -11.2% | +169.6% | -180.8% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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