+25.5%
ISRG vs MRNA
-3.2%
+28.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.3% | +1.0% |
| 7D | -2.0% | -12.1% | +10.1% | -1.3% |
| 30D | +5.6% | -1.3% | +6.9% | +5.4% |
| 3M | +10.5% | +250.9% | -240.4% | -1.7% |
| 6M | +2.6% | +343.0% | -340.4% | -12.0% |
| YTD | -21.7% | +657.4% | -679.1% | -37.9% |
| 1Y | -21.6% | +794.9% | -816.5% | -39.2% |
| 3Y | +57.0% | +218.1% | -161.1% | +29.6% |
| All | +25.5% | -3.2% | +28.7% | +14.2% |
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