+1,272.2%
MUU vs ISRG
-8.8%
+1,281.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.1% | -5.8% |
| 7D | +24.7% | -2.0% | +26.7% | +26.6% |
| 30D | -35.1% | +5.6% | -40.7% | -38.4% |
| 3M | -44.3% | +10.5% | -54.8% | -49.5% |
| 6M | -44.4% | +2.6% | -47.0% | -50.0% |
| YTD | +244.9% | -21.7% | +266.6% | +353.4% |
| 1Y | +365.6% | -21.6% | +387.2% | +513.1% |
| All | +1,272.2% | -8.8% | +1,281.0% | +1,691.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling