+17,540.7%
MPWR vs INSM
+640.8%
+16,899.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.1% | +7.9% | +8.8% |
| 7D | +17.3% | +9.8% | +7.5% | +16.2% |
| 30D | +12.1% | +22.5% | -10.4% | +9.6% |
| 3M | +5.6% | -8.9% | +14.5% | +6.3% |
| 6M | -10.7% | +16.2% | -26.9% | -12.8% |
| YTD | +64.0% | -30.6% | +94.6% | +67.4% |
| 1Y | +55.9% | -37.7% | +93.6% | +60.5% |
| 3Y | +199.5% | +408.4% | -208.9% | +138.4% |
| 5Y | +176.6% | +279.6% | -103.0% | +123.9% |
| 10Y | +1,921.6% | +735.6% | +1,186.0% | +1,342.8% |
| All | +17,540.7% | +640.8% | +16,899.9% | +10,559.5% |
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