+249.5%
MRVL vs ISRG
-16.8%
+266.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.0% |
| 7D | +3.2% | -1.6% | +4.8% | +3.1% |
| 30D | +5.9% | -2.3% | +8.2% | +5.7% |
| 3M | -29.3% | -12.4% | -16.9% | -28.9% |
| 6M | +186.5% | -26.8% | +213.3% | +201.0% |
| YTD | +163.4% | -35.3% | +198.7% | +180.7% |
| 1Y | +249.5% | -19.3% | +268.8% | +279.2% |
| All | +249.5% | -16.8% | +266.3% | +279.2% |
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