+109.0%
AAPL vs ISRG
-2.6%
+111.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | +0.5% |
| 7D | -2.7% | -5.2% | +2.4% | -0.9% |
| 30D | +1.0% | -7.6% | +8.6% | +3.7% |
| 3M | +5.0% | -16.4% | +21.3% | +10.8% |
| 6M | +23.0% | -28.6% | +51.6% | +37.6% |
| YTD | +16.6% | -38.2% | +54.8% | +37.9% |
| 1Y | +33.4% | -25.5% | +58.9% | +44.6% |
| 3Y | +79.9% | +17.4% | +62.5% | +54.9% |
| 5Y | +109.0% | -3.0% | +112.0% | +84.0% |
| All | +109.0% | -2.6% | +111.6% | +84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling