-44.4%
MUU vs ISRG
+2.9%
-47.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.1% | -4.7% |
| 7D | +24.7% | -2.0% | +26.7% | +22.9% |
| 30D | -35.1% | +5.6% | -40.7% | -31.4% |
| 3M | -44.3% | +10.5% | -54.8% | -39.0% |
| 6M | -44.4% | +2.6% | -47.0% | -40.3% |
| All | -44.4% | +2.9% | -47.4% | -40.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling