+536.3%
ISRG vs MPWR
+1,847.3%
-1,311.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +16.6% | -14.9% | -3.3% |
| 7D | +5.4% | +11.6% | -6.2% | +1.1% |
| 30D | +8.6% | +0.1% | +8.5% | +7.1% |
| 3M | +21.6% | -0.8% | +22.4% | +19.3% |
| 6M | +2.3% | -13.0% | +15.4% | +1.7% |
| YTD | -18.7% | +53.9% | -72.6% | -35.0% |
| 1Y | -17.8% | +45.8% | -63.6% | -33.1% |
| 3Y | +69.1% | +194.3% | -125.2% | -6.4% |
| 5Y | +26.5% | +160.1% | -133.7% | -32.7% |
| 10Y | +536.3% | +1,786.5% | -1,250.2% | +28.9% |
| All | +536.3% | +1,847.3% | -1,311.0% | +28.9% |
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