+16.8%
ISRG vs MNDY
-52.8%
+69.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +3.9% | +1.4% |
| 7D | -5.0% | -14.1% | +9.1% | -2.7% |
| 30D | -10.2% | -8.5% | -1.7% | -9.2% |
| 3M | -17.2% | -2.5% | -14.7% | -17.5% |
| 6M | -28.4% | +0.1% | -28.5% | -29.7% |
| YTD | -37.6% | -45.0% | +7.4% | -32.0% |
| 1Y | -24.4% | -58.1% | +33.7% | -14.0% |
| All | +16.8% | -52.8% | +69.6% | +23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling