-36.6%
ISRG vs MDLN
-2.7%
-33.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.3% |
| 7D | -5.0% | -6.2% | +1.2% | -3.7% |
| 30D | -10.2% | +0.7% | -10.9% | -10.3% |
| 3M | -17.2% | -5.4% | -11.8% | -15.9% |
| 6M | -28.4% | -21.6% | -6.9% | -26.1% |
| YTD | -37.6% | -18.9% | -18.7% | -35.6% |
| All | -36.6% | -2.7% | -33.9% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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