+504.3%
MUU vs ISRG
-11.6%
+515.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +9.4% | -23.4% | -11.9% |
| 7D | -35.9% | +8.5% | -44.4% | -34.3% |
| 30D | -47.1% | +18.6% | -65.7% | -45.2% |
| 3M | -29.8% | +30.9% | -60.8% | -26.6% |
| 6M | +16.0% | +6.6% | +9.4% | +32.2% |
| YTD | +286.1% | -14.9% | +301.0% | +564.8% |
| 1Y | +504.3% | -10.5% | +514.9% | +843.5% |
| All | +504.3% | -11.6% | +515.9% | +843.5% |
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