+714.1%
ADBE vs ISRG
+21,926.5%
-21,212.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +1.6% | -2.0% | +3.6% | +2.0% |
| 30D | +1.0% | +5.6% | -4.6% | -0.4% |
| 3M | -10.1% | +10.5% | -20.7% | -12.4% |
| 6M | +3.0% | +2.6% | +0.4% | +1.6% |
| YTD | -30.5% | -21.7% | -8.9% | -27.1% |
| 1Y | -27.1% | -21.6% | -5.6% | -23.6% |
| 3Y | -58.8% | +57.0% | -115.9% | -63.6% |
| 5Y | -63.0% | +25.0% | -88.0% | -65.8% |
| 10Y | +134.5% | +542.1% | -407.6% | +61.7% |
| All | +714.1% | +21,926.5% | -21,212.4% | +263.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling