+694.6%
DELL vs ISRG
+17.7%
+676.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.5% | +6.4% | +3.4% |
| 7D | +25.6% | -5.2% | +30.8% | +27.8% |
| 30D | +17.7% | -7.6% | +25.2% | +20.5% |
| 3M | +33.4% | -16.4% | +49.8% | +39.8% |
| 6M | +266.2% | -28.6% | +294.8% | +311.9% |
| YTD | +328.0% | -38.2% | +366.2% | +419.5% |
| 1Y | +339.6% | -25.5% | +365.1% | +373.8% |
| 3Y | +694.6% | +17.4% | +677.2% | +635.4% |
| All | +694.6% | +17.7% | +676.9% | +635.4% |
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