+564.1%
AMZN vs ISRG
+364.0%
+200.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.2% |
| 7D | -1.0% | -5.0% | +4.0% | +1.4% |
| 30D | -9.2% | -10.2% | +1.0% | -4.7% |
| 3M | +3.4% | -17.2% | +20.6% | +11.6% |
| 6M | +18.2% | -28.4% | +46.7% | +36.2% |
| YTD | +9.3% | -37.6% | +47.0% | +34.6% |
| 1Y | +5.9% | -24.4% | +30.4% | +17.3% |
| 3Y | +82.6% | +18.4% | +64.1% | +56.9% |
| 5Y | +44.9% | -1.0% | +45.8% | +30.3% |
| 10Y | +564.1% | +370.1% | +194.0% | +197.1% |
| All | +564.1% | +364.0% | +200.1% | +197.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling