-37.6%
SMCI vs INSM
-40.6%
+3.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +5.3% | -11.0% | -6.4% |
| 7D | -17.3% | +13.4% | -30.8% | -18.9% |
| 30D | -31.5% | +5.9% | -37.4% | -32.1% |
| 3M | -6.6% | +11.4% | -18.0% | -9.2% |
| 6M | +6.0% | -21.4% | +27.5% | +10.7% |
| YTD | +1.1% | -36.8% | +37.9% | +7.5% |
| 1Y | -37.6% | -39.8% | +2.3% | -36.7% |
| All | -37.6% | -40.6% | +3.1% | -36.7% |
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