+4,681.2%
DELL vs ISRG
+379.9%
+4,301.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.9% |
| 7D | +14.9% | -1.6% | +16.5% | +15.8% |
| 30D | +13.3% | -2.3% | +15.5% | +14.2% |
| 3M | +24.4% | -12.4% | +36.8% | +28.6% |
| 6M | +258.0% | -26.8% | +284.8% | +299.9% |
| YTD | +320.2% | -35.3% | +355.4% | +397.6% |
| 1Y | +319.1% | -19.3% | +338.4% | +339.5% |
| 3Y | +706.5% | +18.1% | +688.4% | +604.6% |
| 5Y | +1,071.9% | +2.6% | +1,069.3% | +945.0% |
| 10Y | +4,683.5% | +379.4% | +4,304.0% | +1,974.1% |
| All | +4,681.2% | +379.9% | +4,301.3% | +1,959.3% |
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 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