+6.7%
AMZN vs ISRG
-11.6%
+18.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +9.4% | -3.3% | +3.5% |
| 7D | +4.5% | +8.5% | -4.0% | +2.1% |
| 30D | +5.8% | +18.6% | -12.8% | +0.9% |
| 3M | -4.1% | +30.9% | -35.0% | -11.2% |
| 6M | -2.2% | +6.6% | -8.8% | -4.3% |
| YTD | +15.3% | -14.9% | +30.1% | +24.1% |
| 1Y | +6.7% | -10.5% | +17.2% | +11.9% |
| All | +6.7% | -11.6% | +18.3% | +11.9% |
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