-61.2%
ADBE vs ISRG
-2.6%
-58.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.5% | +1.0% | -1.4% |
| 7D | -10.1% | -5.2% | -4.9% | -7.8% |
| 30D | -3.0% | -7.6% | +4.6% | +0.5% |
| 3M | +5.0% | -16.4% | +21.4% | +12.9% |
| 6M | -9.3% | -28.6% | +19.3% | +4.8% |
| YTD | -26.5% | -38.2% | +11.7% | -9.0% |
| 1Y | -28.3% | -25.5% | -2.8% | -19.8% |
| 3Y | -54.1% | +17.4% | -71.5% | -62.1% |
| 5Y | -61.2% | -3.0% | -58.2% | -66.5% |
| All | -61.2% | -2.6% | -58.7% | -66.5% |
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 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