+16.8%
ISRG vs MKSI
+191.6%
-174.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.7% |
| 7D | -5.0% | +6.6% | -11.6% | -6.2% |
| 30D | -10.2% | -8.2% | -2.0% | -9.0% |
| 3M | -17.2% | -16.4% | -0.8% | -16.7% |
| 6M | -28.4% | +23.0% | -51.4% | -35.3% |
| YTD | -37.6% | +68.2% | -105.8% | -48.5% |
| 1Y | -24.4% | +148.6% | -173.0% | -44.8% |
| All | +16.8% | +191.6% | -174.8% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling