+79.9%
AAPL vs ISRG
+17.7%
+62.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | 0.0% |
| 7D | -2.7% | -5.2% | +2.4% | -1.4% |
| 30D | +1.0% | -7.6% | +8.6% | +3.0% |
| 3M | +5.0% | -16.4% | +21.3% | +9.4% |
| 6M | +23.0% | -28.6% | +51.6% | +34.4% |
| YTD | +16.6% | -38.2% | +54.8% | +33.1% |
| 1Y | +33.4% | -25.5% | +58.9% | +41.9% |
| 3Y | +79.9% | +17.4% | +62.5% | +69.2% |
| All | +79.9% | +17.7% | +62.2% | +69.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling