-6.8%
AVGO vs ISRG
-11.6%
+4.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +9.4% | -11.4% | -2.5% |
| 7D | -7.5% | +8.5% | -16.0% | -7.8% |
| 30D | -10.2% | +18.6% | -28.8% | -11.2% |
| 3M | -22.0% | +30.9% | -52.9% | -23.5% |
| 6M | -21.6% | +6.6% | -28.2% | -18.7% |
| YTD | -5.4% | -14.9% | +9.4% | +8.3% |
| 1Y | -6.8% | -10.5% | +3.7% | +2.9% |
| All | -6.8% | -11.6% | +4.7% | +2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling