+16.8%
ISRG vs MRNA
+27.0%
-10.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.2% | +1.0% |
| 7D | -5.0% | -10.1% | +5.1% | -4.7% |
| 30D | -10.2% | +126.7% | -136.9% | -14.8% |
| 3M | -17.2% | +184.1% | -201.3% | -23.0% |
| 6M | -28.4% | +143.3% | -171.7% | -32.8% |
| YTD | -37.6% | +359.9% | -397.5% | -44.5% |
| 1Y | -24.4% | +454.2% | -478.6% | -34.0% |
| All | +16.8% | +27.0% | -10.1% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling