-19.9%
ISRG vs MTCH
+12.5%
-32.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.7% |
| 7D | -2.5% | -1.4% | -1.1% | -2.0% |
| 30D | -10.2% | +13.6% | -23.8% | -14.4% |
| 3M | -12.5% | +22.4% | -34.9% | -19.0% |
| 6M | -25.8% | +37.2% | -63.0% | -34.3% |
| YTD | -36.4% | +31.8% | -68.1% | -42.7% |
| 1Y | -19.9% | +12.9% | -32.8% | -26.7% |
| All | -19.9% | +12.5% | -32.4% | -26.7% |
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