+327.2%
SMH vs INSM
+375.8%
-48.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.3% |
| 7D | +0.3% | +2.5% | -2.2% | 0.0% |
| 30D | -2.8% | -2.2% | -0.6% | -2.6% |
| 3M | -6.7% | +33.8% | -40.5% | -9.8% |
| 6M | +41.8% | -7.2% | +48.9% | +41.1% |
| YTD | +57.9% | -25.6% | +83.5% | +60.4% |
| 1Y | +87.6% | -11.2% | +98.9% | +86.4% |
| 3Y | +282.9% | +388.3% | -105.4% | +214.1% |
| All | +327.2% | +375.8% | -48.6% | +231.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling