+23.9%
ISRG vs MNST
+100.5%
-76.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.4% | +1.1% | -1.5% |
| 7D | +4.8% | -3.4% | +8.2% | +6.4% |
| 30D | +9.2% | +6.6% | +2.6% | +6.5% |
| 3M | +21.2% | -2.9% | +24.1% | +22.4% |
| 6M | +0.2% | +18.4% | -18.2% | -7.5% |
| YTD | -20.1% | +19.3% | -39.3% | -26.8% |
| 1Y | -17.3% | +37.9% | -55.2% | -29.5% |
| 3Y | +63.3% | +62.9% | +0.4% | +26.2% |
| All | +23.9% | +100.5% | -76.6% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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