+550.7%
ISRG vs MDY
+173.8%
+376.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.8% |
| 7D | -6.8% | +0.2% | -7.0% | -7.0% |
| 30D | +5.1% | +2.1% | +3.0% | +3.0% |
| 3M | +12.0% | -3.6% | +15.7% | +15.6% |
| 6M | +7.0% | +1.7% | +5.3% | +4.9% |
| YTD | -20.6% | +13.8% | -34.4% | -30.1% |
| 1Y | -21.4% | +15.5% | -37.0% | -31.9% |
| 3Y | +62.0% | +58.3% | +3.7% | +3.3% |
| 5Y | +28.1% | +37.4% | -9.3% | -6.0% |
| 10Y | +550.7% | +171.0% | +379.7% | +190.9% |
| All | +550.7% | +173.8% | +376.9% | +190.9% |
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