+521.5%
ISRG vs MPWR
+1,477.9%
-956.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -10.3% | +7.5% | +0.3% |
| 7D | +4.4% | -5.6% | +10.0% | +5.8% |
| 30D | +15.8% | -23.2% | +39.0% | +24.3% |
| 3M | +24.9% | -15.8% | +40.7% | +29.3% |
| 6M | +3.8% | -28.5% | +32.3% | +9.9% |
| YTD | -17.3% | +25.5% | -42.7% | -29.3% |
| 1Y | -14.6% | +13.9% | -28.5% | -24.6% |
| 3Y | +68.2% | +134.6% | -66.3% | +0.6% |
| 5Y | +28.4% | +114.8% | -86.5% | -27.4% |
| All | +521.5% | +1,477.9% | -956.4% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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