-25.1%
ISRG vs MET
+23.0%
-48.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -3.8% |
| 7D | -5.2% | +1.1% | -6.3% | -5.5% |
| 30D | -7.6% | -2.3% | -5.2% | -6.9% |
| 3M | -16.4% | +13.9% | -30.2% | -19.9% |
| 6M | -28.6% | +34.8% | -63.4% | -35.1% |
| YTD | -38.2% | +23.5% | -61.7% | -42.7% |
| All | -25.1% | +23.0% | -48.1% | -31.4% |
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