+17,167.4%
MPWR vs INSM
+624.4%
+16,543.0%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.9% |
| 7D | +27.9% | +8.6% | +19.4% | +26.9% |
| 30D | +9.7% | +22.0% | -12.3% | +7.3% |
| 3M | +1.7% | -10.7% | +12.5% | +2.6% |
| 6M | -9.2% | +1.8% | -11.0% | -10.1% |
| YTD | +60.5% | -32.2% | +92.7% | +64.2% |
| 1Y | +52.0% | -39.3% | +91.3% | +56.9% |
| 3Y | +193.1% | +397.1% | -204.0% | +133.9% |
| 5Y | +167.3% | +270.6% | -103.3% | +116.9% |
| 10Y | +1,878.8% | +717.1% | +1,161.7% | +1,315.4% |
| All | +17,167.4% | +624.4% | +16,543.0% | +10,357.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling