+386.2%
ISRG vs MKSI
+524.1%
-137.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +1.8% |
| 7D | +0.7% | +2.7% | -2.0% | -0.2% |
| 30D | -8.0% | -12.8% | +4.8% | -4.4% |
| 3M | -10.6% | -22.5% | +11.9% | -6.7% |
| 6M | -25.1% | +19.4% | -44.5% | -33.6% |
| YTD | -34.8% | +67.7% | -102.5% | -49.4% |
| 1Y | -19.0% | +131.4% | -150.4% | -45.0% |
| 3Y | +22.1% | +197.3% | -175.2% | -31.0% |
| 5Y | +8.2% | +87.0% | -78.8% | -30.0% |
| All | +386.2% | +524.1% | -137.9% | +91.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling