+370.1%
ISRG vs MDY
+170.4%
+199.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +1.9% | +1.9% |
| 7D | -5.0% | -0.8% | -4.2% | -4.3% |
| 30D | -10.2% | -3.9% | -6.3% | -6.9% |
| 3M | -17.2% | 0.0% | -17.1% | -17.2% |
| 6M | -28.4% | +8.5% | -37.0% | -33.9% |
| YTD | -37.6% | +13.2% | -50.8% | -44.7% |
| 1Y | -24.4% | +15.0% | -39.5% | -34.0% |
| 3Y | +18.4% | +49.6% | -31.1% | -19.9% |
| 5Y | -1.0% | +46.0% | -47.0% | -30.9% |
| 10Y | +370.1% | +176.4% | +193.8% | +107.2% |
| All | +370.1% | +170.4% | +199.7% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling