+376.2%
ISRG vs MPWR
+1,606.4%
-1,230.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.1% |
| 7D | -1.6% | -2.6% | +1.0% | -0.8% |
| 30D | -2.3% | -9.0% | +6.8% | +0.4% |
| 3M | -12.4% | -25.8% | +13.4% | -6.1% |
| 6M | -26.8% | +11.8% | -38.6% | -33.0% |
| YTD | -35.3% | +35.5% | -70.8% | -45.1% |
| 1Y | -19.3% | +45.3% | -64.6% | -34.0% |
| 3Y | +18.1% | +138.5% | -120.3% | -28.6% |
| 5Y | +2.6% | +152.8% | -150.1% | -44.8% |
| All | +376.2% | +1,606.4% | -1,230.3% | -1.5% |
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