+368.8%
INSM vs SMTC
+112.1%
+256.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.8% | -0.7% |
| 7D | +0.5% | +17.5% | -17.1% | -2.4% |
| 30D | -4.0% | +21.3% | -25.3% | -7.8% |
| 3M | +38.5% | +3.1% | +35.4% | +35.2% |
| 6M | -11.5% | +81.7% | -93.2% | -22.6% |
| YTD | -26.9% | +115.9% | -142.8% | -38.3% |
| 1Y | -12.8% | +157.8% | -170.6% | -29.6% |
| 3Y | +384.7% | +557.3% | -172.6% | +180.6% |
| 5Y | +368.8% | +114.7% | +254.1% | +349.6% |
| All | +368.8% | +112.1% | +256.7% | +349.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling