+252.3%
MRVL vs ISRG
-24.8%
+277.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +4.3% |
| 7D | +13.8% | -5.0% | +18.8% | +13.3% |
| 30D | +12.7% | -10.2% | +22.9% | +11.8% |
| 3M | -11.9% | -17.2% | +5.3% | -11.4% |
| 6M | +153.8% | -28.4% | +182.3% | +165.3% |
| YTD | +177.0% | -37.6% | +214.6% | +194.8% |
| 1Y | +252.3% | -24.4% | +276.8% | +281.4% |
| All | +252.3% | -24.8% | +277.2% | +281.4% |
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