+796.6%
INSM vs SWK
+0.7%
+795.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | 0.0% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -4.7% | -8.9% | +4.2% | -1.2% |
| 3M | +32.6% | +20.5% | +12.1% | +21.4% |
| 6M | -10.9% | +27.1% | -38.0% | -20.7% |
| YTD | -28.2% | +30.2% | -58.4% | -37.2% |
| 1Y | -14.9% | +24.8% | -39.6% | -25.0% |
| 3Y | +375.6% | +16.3% | +359.3% | +301.5% |
| 5Y | +349.1% | -40.1% | +389.2% | +421.2% |
| 10Y | +796.6% | +0.8% | +795.8% | +566.1% |
| All | +796.6% | +0.7% | +795.9% | +566.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SWK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling