+1.4%
AAL vs ISRG
-24.8%
+26.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.6% | -0.1% |
| 7D | -1.3% | -5.0% | +3.7% | +0.8% |
| 30D | -13.7% | -10.2% | -3.5% | -9.9% |
| 3M | -8.2% | -17.2% | +9.0% | -1.9% |
| 6M | +13.1% | -28.4% | +41.5% | +27.9% |
| YTD | -15.6% | -37.6% | +22.0% | -1.3% |
| 1Y | +1.4% | -24.4% | +25.9% | +16.3% |
| All | +1.4% | -24.8% | +26.3% | +16.3% |
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 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