+50.4%
AMZN vs ISRG
+24.8%
+25.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.7% |
| 7D | +2.8% | -2.0% | +4.9% | +3.8% |
| 30D | +5.0% | +5.6% | -0.6% | +2.0% |
| 3M | +0.6% | +10.5% | -10.0% | -4.7% |
| 6M | -1.3% | +2.6% | -3.9% | -4.3% |
| YTD | +15.5% | -21.7% | +37.2% | +28.0% |
| 1Y | +12.2% | -21.6% | +33.8% | +24.1% |
| 3Y | +87.0% | +57.0% | +30.0% | +34.4% |
| All | +50.4% | +24.8% | +25.6% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling