-20.1%
ISRG vs MPWR
+41.6%
-61.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +16.6% | -14.9% | +2.0% |
| 7D | +5.4% | +11.6% | -6.2% | +5.6% |
| 30D | +8.6% | +0.1% | +8.5% | +8.7% |
| 3M | +21.6% | -0.8% | +22.4% | +21.6% |
| 6M | +2.3% | -13.0% | +15.4% | +3.1% |
| YTD | -18.7% | +53.9% | -72.6% | -28.0% |
| All | -20.1% | +41.6% | -61.7% | -27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling