+12.2%
DIS vs ISRG
-21.7%
+33.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | +1.9% | -2.0% | +3.9% | +2.5% |
| 30D | +9.2% | +5.6% | +3.6% | +7.5% |
| 3M | +13.5% | +10.5% | +3.0% | +10.2% |
| 6M | +14.3% | +2.6% | +11.7% | +12.4% |
| YTD | +5.4% | -21.7% | +27.0% | +8.7% |
| 1Y | +12.2% | -21.6% | +33.7% | +15.9% |
| All | +12.2% | -21.7% | +33.9% | +15.9% |
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 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