+17,168.2%
ISRG vs MKSI
+704.1%
+16,464.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.0% | -6.5% | -5.0% |
| 7D | -5.2% | +7.7% | -12.9% | -7.1% |
| 30D | -7.6% | -12.9% | +5.3% | -4.5% |
| 3M | -16.4% | -14.8% | -1.5% | -15.4% |
| 6M | -28.6% | +26.6% | -55.2% | -36.0% |
| YTD | -38.2% | +66.6% | -104.8% | -49.2% |
| 1Y | -25.5% | +144.6% | -170.1% | -45.8% |
| 3Y | +17.4% | +193.1% | -175.7% | -23.5% |
| 5Y | -3.0% | +88.6% | -91.6% | -30.5% |
| 10Y | +356.0% | +490.9% | -134.9% | +129.0% |
| All | +17,168.2% | +704.1% | +16,464.1% | +6,179.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling