+719.8%
MU vs ISRG
-16.8%
+736.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.1% |
| 7D | +9.0% | -1.6% | +10.6% | +9.0% |
| 30D | +13.8% | -2.3% | +16.1% | +13.7% |
| 3M | +2.1% | -12.4% | +14.5% | +3.5% |
| 6M | +153.8% | -26.8% | +180.6% | +173.2% |
| YTD | +256.4% | -35.3% | +291.6% | +300.7% |
| 1Y | +719.8% | -19.3% | +739.1% | +802.9% |
| All | +719.8% | -16.8% | +736.5% | +802.9% |
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