-28.0%
ADBE vs ISRG
-24.8%
-3.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.2% |
| 7D | -8.9% | -5.0% | -3.9% | -7.4% |
| 30D | -6.6% | -10.2% | +3.6% | -3.6% |
| 3M | +7.1% | -17.2% | +24.3% | +12.2% |
| 6M | -9.8% | -28.4% | +18.7% | -1.8% |
| YTD | -27.2% | -37.6% | +10.4% | -18.6% |
| 1Y | -28.0% | -24.4% | -3.6% | -21.5% |
| All | -28.0% | -24.8% | -3.2% | -21.5% |
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