+1,743.1%
MRVL vs ISRG
+17,619.7%
-15,876.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.3% |
| 7D | +3.2% | -1.6% | +4.8% | +3.6% |
| 30D | +5.9% | -2.3% | +8.2% | +6.3% |
| 3M | -29.3% | -12.4% | -16.9% | -28.0% |
| 6M | +186.5% | -26.8% | +213.3% | +205.1% |
| YTD | +163.4% | -35.3% | +198.7% | +190.0% |
| 1Y | +249.5% | -19.3% | +268.8% | +260.7% |
| 3Y | +289.4% | +18.1% | +271.2% | +271.3% |
| 5Y | +270.2% | +2.6% | +267.6% | +266.0% |
| 10Y | +1,748.8% | +379.4% | +1,369.4% | +1,238.7% |
| All | +1,743.1% | +17,619.7% | -15,876.7% | +568.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling