+2,396.4%
MUU vs ISRG
-24.5%
+2,420.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +5.5% |
| 7D | +15.0% | -5.0% | +20.0% | +15.0% |
| 30D | +36.8% | -10.2% | +47.0% | +36.4% |
| 3M | -8.5% | -17.2% | +8.7% | -5.5% |
| 6M | +320.7% | -28.4% | +349.2% | +378.3% |
| YTD | +599.7% | -37.6% | +637.3% | +785.2% |
| All | +2,396.4% | -24.5% | +2,420.9% | +2,921.0% |
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