-3.0%
ISRG vs MARA
-69.8%
+66.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MARA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.6% | -9.1% | -5.0% |
| 7D | -5.2% | +15.6% | -20.8% | -6.6% |
| 30D | -7.6% | +17.2% | -24.8% | -9.5% |
| 3M | -16.4% | -14.2% | -2.2% | -16.0% |
| 6M | -28.6% | +47.7% | -76.3% | -32.7% |
| YTD | -38.2% | +31.7% | -69.9% | -41.6% |
| 1Y | -25.5% | -22.2% | -3.3% | -26.5% |
| 3Y | +17.4% | +8.4% | +9.0% | +0.4% |
| 5Y | -3.0% | -68.3% | +65.3% | -19.7% |
| All | -3.0% | -69.8% | +66.8% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MARA.
Daily Out/Under-Performance
Portfolio return minus MARA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MARA 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 MARA 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