+17,983.8%
ISRG vs MTCH
+594.8%
+17,389.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.5% |
| 7D | -1.6% | +0.7% | -2.3% | -1.8% |
| 30D | -2.3% | +9.7% | -12.0% | -4.8% |
| 3M | -12.4% | +21.1% | -33.5% | -17.0% |
| 6M | -26.8% | +37.5% | -64.3% | -33.1% |
| YTD | -35.3% | +31.9% | -67.2% | -40.2% |
| 1Y | -19.3% | +14.6% | -33.9% | -22.8% |
| 3Y | +18.1% | -6.2% | +24.3% | +14.6% |
| 5Y | +2.6% | -70.6% | +73.2% | +29.6% |
| 10Y | +379.4% | +185.6% | +193.9% | +199.3% |
| All | +17,983.8% | +594.8% | +17,389.0% | +7,049.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling