+62.2%
ISRG vs MSCI
+33.6%
+28.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.8% |
| 7D | +2.1% | +2.7% | -0.6% | +1.3% |
| 30D | +6.2% | +16.2% | -10.1% | +1.0% |
| 3M | +14.4% | +17.1% | -2.7% | +8.5% |
| 6M | 0.0% | +13.0% | -13.0% | -4.3% |
| YTD | -20.5% | +15.8% | -36.3% | -24.9% |
| 1Y | -21.9% | +15.5% | -37.4% | -26.1% |
| 3Y | +62.2% | +32.3% | +29.9% | +44.5% |
| All | +62.2% | +33.6% | +28.5% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling