-19.3%
ISRG vs MET
+24.0%
-43.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.4% |
| 7D | -1.6% | +1.2% | -2.7% | -1.9% |
| 30D | -2.3% | +1.4% | -3.7% | -2.8% |
| 3M | -12.4% | +17.7% | -30.1% | -16.8% |
| 6M | -26.8% | +35.0% | -61.8% | -33.2% |
| YTD | -35.3% | +26.3% | -61.5% | -40.1% |
| 1Y | -19.3% | +22.8% | -42.1% | -25.3% |
| All | -19.3% | +24.0% | -43.3% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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