+54.9%
ISRG vs MNDY
-55.0%
+109.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | -2.0% | -11.3% | +9.3% | -0.2% |
| 30D | +5.6% | -10.8% | +16.4% | +7.4% |
| 3M | +10.5% | -17.3% | +27.8% | +13.2% |
| 6M | +2.6% | +15.2% | -12.6% | -1.5% |
| YTD | -21.7% | -47.1% | +25.5% | -15.2% |
| 1Y | -21.6% | -51.4% | +29.9% | -13.9% |
| 3Y | +57.0% | -49.6% | +106.7% | +63.0% |
| 5Y | +25.0% | -78.6% | +103.5% | +27.9% |
| All | +54.9% | -55.0% | +109.8% | +63.2% |
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