+59.1%
ISRG vs MSFU
+19.9%
+39.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.8% | +4.6% | +1.1% |
| 7D | -6.8% | -12.7% | +5.9% | -3.7% |
| 30D | +5.1% | -9.0% | +14.1% | +7.2% |
| 3M | +12.0% | +2.9% | +9.1% | +10.6% |
| 6M | +7.0% | +43.5% | -36.5% | -4.3% |
| YTD | -20.6% | -2.4% | -18.2% | -22.1% |
| 1Y | -21.4% | -13.5% | -7.9% | -20.2% |
| All | +59.1% | +19.9% | +39.2% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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