+22,068.6%
ISRG vs MET
+966.7%
+21,101.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.3% |
| 7D | -6.8% | 0.0% | -6.8% | -6.8% |
| 30D | +5.1% | +3.4% | +1.7% | +3.9% |
| 3M | +12.0% | +7.0% | +5.1% | +9.4% |
| 6M | +7.0% | +34.6% | -27.6% | -3.7% |
| YTD | -20.6% | +34.0% | -54.6% | -28.6% |
| 1Y | -21.4% | +35.9% | -57.4% | -29.8% |
| 3Y | +62.0% | +85.5% | -23.5% | +28.7% |
| 5Y | +28.1% | +87.8% | -59.6% | +0.4% |
| 10Y | +550.7% | +199.7% | +351.0% | +314.1% |
| All | +22,068.6% | +966.7% | +21,101.9% | +12,963.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling