-58.6%
MSTR vs ISRG
-25.0%
-33.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.5% | +0.1% | -3.2% |
| 7D | +9.3% | -5.2% | +14.5% | +10.9% |
| 30D | +36.5% | -7.6% | +44.1% | +38.9% |
| 3M | +7.3% | -16.4% | +23.7% | +11.3% |
| 6M | +2.2% | -28.6% | +30.8% | +11.5% |
| YTD | -10.2% | -38.2% | +28.0% | -3.9% |
| 1Y | -58.6% | -25.5% | -33.1% | -55.6% |
| All | -58.6% | -25.0% | -33.6% | -55.6% |
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