+57.5%
DIA vs ISRG
+62.8%
-5.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.3% |
| 7D | -0.9% | +4.8% | -5.8% | -1.9% |
| 30D | +0.3% | +9.2% | -9.0% | -1.5% |
| 3M | -4.5% | +21.2% | -25.7% | -8.3% |
| 6M | +3.4% | +0.2% | +3.1% | +2.8% |
| YTD | +7.8% | -20.1% | +27.8% | +12.5% |
| 1Y | +10.7% | -17.3% | +28.1% | +14.7% |
| 3Y | +57.5% | +63.3% | -5.8% | +43.9% |
| All | +57.5% | +62.8% | -5.3% | +43.9% |
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 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