+2,620.0%
MUU vs ISRG
-24.6%
+2,644.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +12.3% |
| 7D | +17.4% | -1.6% | +19.0% | +18.9% |
| 30D | +24.0% | -2.3% | +26.2% | +24.8% |
| 3M | -23.9% | -12.4% | -11.4% | -20.2% |
| 6M | +284.4% | -26.8% | +311.3% | +395.5% |
| YTD | +583.7% | -35.3% | +619.0% | +959.6% |
| 1Y | +2,981.5% | -19.3% | +3,000.8% | +3,173.0% |
| All | +2,620.0% | -24.6% | +2,644.6% | +4,086.4% |
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