-10.5%
ISRG vs MDLZ
+22.7%
-33.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.5% | +5.9% | +9.0% |
| 7D | +8.5% | +8.9% | -0.4% | +7.9% |
| 30D | +18.6% | +15.2% | +3.4% | +17.6% |
| 3M | +30.9% | +9.5% | +21.4% | +30.1% |
| 6M | +6.6% | +11.7% | -5.1% | +5.2% |
| YTD | -14.9% | +28.4% | -43.3% | -14.5% |
| 1Y | -10.5% | +24.4% | -34.9% | -9.6% |
| All | -10.5% | +22.7% | -33.2% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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