-10.5%
ISRG vs MTCH
+27.4%
-38.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.4% | +4.9% | +7.9% |
| 7D | +8.5% | -4.4% | +12.9% | +9.9% |
| 30D | +18.6% | -0.3% | +18.9% | +18.1% |
| 3M | +30.9% | -2.0% | +32.9% | +30.6% |
| 6M | +6.6% | +6.4% | +0.1% | +2.6% |
| YTD | -14.9% | +27.3% | -42.2% | -23.3% |
| 1Y | -10.5% | +30.3% | -40.9% | -20.5% |
| All | -10.5% | +27.4% | -38.0% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 1y: compounded portfolio wealth divided by compounded MTCH 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…
1y analysis · Full analysis span regression · 6 months rolling