+550.7%
ISRG vs MSCI
+809.1%
-258.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.5% |
| 7D | -6.8% | -1.9% | -4.9% | -5.8% |
| 30D | +5.1% | +16.5% | -11.3% | -3.3% |
| 3M | +12.0% | +18.2% | -6.2% | +2.1% |
| 6M | +7.0% | +14.0% | -7.0% | -1.1% |
| YTD | -20.6% | +16.6% | -37.2% | -28.4% |
| 1Y | -21.4% | +14.8% | -36.3% | -28.6% |
| 3Y | +62.0% | +33.3% | +28.7% | +29.8% |
| 5Y | +28.1% | +9.1% | +19.1% | +12.3% |
| 10Y | +550.7% | +820.4% | -269.7% | +111.5% |
| All | +550.7% | +809.1% | -258.4% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling