+126.1%
AMD vs ISRG
-23.4%
+149.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.1% | +8.0% | +5.8% |
| 7D | +44.7% | -6.1% | +50.8% | +44.3% |
| 30D | -3.3% | +4.2% | -7.6% | -2.7% |
| 3M | +21.2% | +9.6% | +11.6% | +22.8% |
| 6M | +30.6% | +1.9% | +28.7% | +36.4% |
| YTD | +173.3% | -22.3% | +195.6% | +182.1% |
| 1Y | +126.1% | -23.2% | +149.2% | +133.5% |
| All | +126.1% | -23.4% | +149.5% | +133.5% |
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