-14.6%
ISRG vs MAS
+37.4%
-52.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.7% |
| 7D | +4.4% | +4.6% | -0.1% | +3.0% |
| 30D | +15.8% | +19.9% | -4.1% | +9.5% |
| 3M | +24.9% | +8.9% | +16.0% | +21.5% |
| 6M | +3.8% | +20.2% | -16.4% | -2.1% |
| YTD | -17.3% | +33.9% | -51.2% | -25.2% |
| 1Y | -14.6% | +34.7% | -49.3% | -22.8% |
| All | -14.6% | +37.4% | -52.0% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 1y: compounded portfolio wealth divided by compounded MAS 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…
1y analysis · Full analysis span regression · 6 months rolling