+28.1%
ISRG vs MNDY
-79.2%
+107.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.4% |
| 7D | -6.8% | -19.8% | +13.0% | -3.0% |
| 30D | +5.1% | -8.4% | +13.5% | +6.6% |
| 3M | +12.0% | -11.2% | +23.3% | +13.4% |
| 6M | +7.0% | +0.9% | +6.1% | +4.6% |
| YTD | -20.6% | -47.4% | +26.8% | -13.2% |
| 1Y | -21.4% | -53.0% | +31.6% | -12.3% |
| 3Y | +62.0% | -44.6% | +106.6% | +64.1% |
| 5Y | +28.1% | -78.7% | +106.8% | +40.9% |
| All | +28.1% | -79.2% | +107.4% | +40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling