+384.9%
CRWD vs ISRG
+20.2%
+364.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | -0.4% |
| 7D | -2.8% | -2.5% | -0.3% | -1.8% |
| 30D | -5.9% | -10.2% | +4.3% | -1.5% |
| 3M | +29.0% | -12.5% | +41.5% | +34.7% |
| 6M | +91.5% | -25.8% | +117.3% | +116.2% |
| YTD | +78.2% | -36.4% | +114.6% | +118.5% |
| 1Y | +96.6% | -19.9% | +116.5% | +110.4% |
| All | +384.9% | +20.2% | +364.8% | +351.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling