+2,981.5%
MUU vs ISRG
-16.8%
+2,998.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +11.6% |
| 7D | +17.4% | -1.6% | +19.0% | +17.4% |
| 30D | +24.0% | -2.3% | +26.2% | +23.7% |
| 3M | -23.9% | -12.4% | -11.4% | -22.0% |
| 6M | +284.4% | -26.8% | +311.3% | +341.7% |
| YTD | +583.7% | -35.3% | +619.0% | +758.9% |
| 1Y | +2,981.5% | -19.3% | +3,000.8% | +3,632.2% |
| All | +2,981.5% | -16.8% | +2,998.3% | +3,632.2% |
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