+833.7%
INSM vs SPMO
+517.6%
+316.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.1% | +1.2% |
| 7D | +2.5% | -0.9% | +3.4% | +3.4% |
| 30D | -2.2% | -1.9% | -0.3% | -0.6% |
| 3M | +33.8% | -1.4% | +35.2% | +32.2% |
| 6M | -7.2% | +25.5% | -32.7% | -27.8% |
| YTD | -25.6% | +24.8% | -50.5% | -42.0% |
| 1Y | -11.2% | +24.5% | -35.7% | -31.1% |
| 3Y | +388.3% | +157.1% | +231.2% | +67.8% |
| 5Y | +376.6% | +149.5% | +227.2% | +69.4% |
| All | +833.7% | +517.6% | +316.1% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling