-19.3%
ISRG vs MRNA
+511.3%
-530.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.8% |
| 7D | -1.6% | +5.5% | -7.1% | -1.7% |
| 30D | -2.3% | +158.7% | -161.0% | -6.4% |
| 3M | -12.4% | +182.1% | -194.6% | -16.7% |
| 6M | -26.8% | +151.8% | -178.6% | -30.1% |
| YTD | -35.3% | +393.6% | -428.8% | -39.8% |
| 1Y | -19.3% | +499.5% | -518.8% | -26.3% |
| All | -19.3% | +511.3% | -530.6% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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