+9.7%
AMZN vs ISRG
-16.8%
+26.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | 0.0% |
| 7D | -3.0% | -1.6% | -1.4% | -2.6% |
| 30D | -5.2% | -2.3% | -2.9% | -4.7% |
| 3M | +1.9% | -12.4% | +14.3% | +4.3% |
| 6M | +19.2% | -26.8% | +46.1% | +26.6% |
| YTD | +12.0% | -35.3% | +47.2% | +21.5% |
| 1Y | +9.7% | -19.3% | +29.0% | +17.4% |
| All | +9.7% | -16.8% | +26.5% | +17.4% |
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