+8.3%
DIS vs ISRG
-11.6%
+19.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +9.4% | -5.2% | +1.5% |
| 7D | +9.1% | +8.5% | +0.6% | +6.5% |
| 30D | +14.8% | +18.6% | -3.8% | +9.4% |
| 3M | +21.2% | +30.9% | -9.8% | +12.0% |
| 6M | +18.3% | +6.6% | +11.7% | +15.5% |
| YTD | +5.4% | -14.9% | +20.2% | +7.6% |
| 1Y | +8.3% | -10.5% | +18.8% | +8.8% |
| All | +8.3% | -11.6% | +19.8% | +8.8% |
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