+46.7%
AMZN vs ISRG
+2.1%
+44.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | +0.3% |
| 7D | -3.0% | -1.6% | -1.4% | -2.2% |
| 30D | -5.2% | -2.3% | -2.9% | -4.3% |
| 3M | +1.9% | -12.4% | +14.3% | +7.3% |
| 6M | +19.2% | -26.8% | +46.1% | +36.7% |
| YTD | +12.0% | -35.3% | +47.2% | +36.6% |
| 1Y | +9.7% | -19.3% | +29.0% | +17.7% |
| 3Y | +87.2% | +18.1% | +69.0% | +56.6% |
| All | +46.7% | +2.1% | +44.6% | +19.5% |
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