+19.1%
MA vs ISRG
-21.8%
+40.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -1.8% | -6.8% | +5.0% | -0.3% |
| 30D | +11.0% | +5.1% | +5.9% | +9.8% |
| 3M | +17.9% | +12.0% | +5.8% | +15.0% |
| 6M | +33.2% | +7.0% | +26.1% | +30.3% |
| YTD | +16.5% | -20.6% | +37.1% | +24.2% |
| 1Y | +19.1% | -21.4% | +40.5% | +28.6% |
| All | +19.1% | -21.8% | +40.9% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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