+5.7%
ISRG vs MRNA
-70.5%
+76.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +2.0% |
| 7D | -2.5% | -8.2% | +5.7% | -2.1% |
| 30D | -10.2% | +125.6% | -135.7% | -18.1% |
| 3M | -12.5% | +197.1% | -209.6% | -23.2% |
| 6M | -25.8% | +148.5% | -174.3% | -33.6% |
| YTD | -36.4% | +363.3% | -399.6% | -47.6% |
| 1Y | -19.9% | +462.0% | -481.9% | -36.2% |
| 3Y | +20.9% | +26.9% | -6.1% | +10.6% |
| 5Y | +5.7% | -69.6% | +75.3% | +3.5% |
| All | +5.7% | -70.5% | +76.2% | +3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling