+45.8%
AMZN vs ISRG
-2.6%
+48.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +3.9% | +1.6% |
| 7D | +0.8% | -5.2% | +6.0% | +3.3% |
| 30D | -6.4% | -7.6% | +1.2% | -3.0% |
| 3M | +4.8% | -16.4% | +21.1% | +12.8% |
| 6M | +20.5% | -28.6% | +49.1% | +39.6% |
| YTD | +11.3% | -38.2% | +49.5% | +38.8% |
| 1Y | +9.0% | -25.5% | +34.5% | +21.8% |
| 3Y | +85.9% | +17.4% | +68.5% | +55.2% |
| 5Y | +45.8% | -3.0% | +48.7% | +21.4% |
| All | +45.8% | -2.6% | +48.3% | +21.4% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling