+11,527.8%
AMZN vs ISRG
+21,742.8%
-10,215.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +1.0% |
| 7D | +2.8% | -6.1% | +8.9% | +4.3% |
| 30D | +3.4% | +4.2% | -0.8% | +2.3% |
| 3M | +0.1% | +9.6% | -9.6% | -2.4% |
| 6M | +0.6% | +1.9% | -1.2% | -0.6% |
| YTD | +15.9% | -22.3% | +38.2% | +21.8% |
| 1Y | +9.5% | -23.2% | +32.7% | +15.4% |
| 3Y | +86.3% | +58.5% | +27.8% | +64.2% |
| 5Y | +51.7% | +23.9% | +27.8% | +40.5% |
| 10Y | +623.8% | +536.7% | +87.0% | +377.7% |
| All | +11,527.8% | +21,742.8% | -10,215.0% | +4,229.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling