+1,679.2%
MPWR vs INSM
+841.5%
+837.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -1.6% |
| 7D | -1.3% | +1.7% | -3.0% | -1.5% |
| 30D | -12.8% | -4.4% | -8.4% | -12.4% |
| 3M | -21.3% | +30.0% | -51.4% | -24.8% |
| 6M | +13.7% | -10.0% | +23.8% | +13.6% |
| YTD | +33.3% | -26.0% | +59.3% | +36.4% |
| 1Y | +41.3% | -12.5% | +53.8% | +40.5% |
| 3Y | +145.8% | +390.5% | -244.7% | +79.2% |
| 5Y | +155.6% | +357.7% | -202.1% | +83.6% |
| 10Y | +1,679.2% | +877.2% | +802.0% | +1,062.7% |
| All | +1,679.2% | +841.5% | +837.7% | +1,062.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling