+2,538.2%
MUU vs ISRG
-28.0%
+2,566.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.5% | +1.5% | +0.7% |
| 7D | +13.9% | -5.2% | +19.1% | +18.8% |
| 30D | +24.8% | -7.6% | +32.4% | +31.5% |
| 3M | -15.7% | -16.4% | +0.6% | -7.9% |
| 6M | +338.9% | -28.6% | +367.4% | +466.2% |
| YTD | +563.2% | -38.2% | +601.3% | +966.6% |
| 1Y | +2,577.5% | -25.5% | +2,603.0% | +3,033.6% |
| All | +2,538.2% | -28.0% | +2,566.2% | +4,114.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling