-10.5%
ISRG vs MKSI
+40.1%
-50.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -5.0% | +14.4% | +9.3% |
| 7D | +8.5% | -10.7% | +19.2% | +8.5% |
| 30D | +18.6% | -30.5% | +49.1% | +19.0% |
| 3M | +30.9% | -39.2% | +70.1% | +31.8% |
| 6M | +6.6% | -33.0% | +39.6% | +2.7% |
| YTD | -14.9% | +22.3% | -37.2% | -26.1% |
| 1Y | -10.5% | +42.7% | -53.2% | -24.5% |
| All | -10.5% | +40.1% | -50.6% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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