+28.9%
ISRG vs MNDY
-49.8%
+78.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.5% | +2.1% |
| 7D | +0.7% | -4.6% | +5.3% | +1.5% |
| 30D | -8.0% | +1.0% | -9.0% | -8.5% |
| 3M | -10.6% | +9.1% | -19.7% | -12.5% |
| 6M | -25.1% | +14.2% | -39.3% | -28.1% |
| YTD | -34.8% | -41.1% | +6.3% | -30.3% |
| 1Y | -19.0% | -54.7% | +35.7% | -10.0% |
| 3Y | +22.1% | -50.6% | +72.7% | +27.5% |
| 5Y | +8.2% | -76.7% | +84.9% | +9.2% |
| All | +28.9% | -49.8% | +78.7% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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