+17.6%
DIS vs ISRG
+3.2%
+14.3%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.8% | +1.4% | -0.7% |
| 7D | +5.7% | +4.4% | +1.3% | +4.4% |
| 30D | +12.7% | +15.8% | -3.1% | +8.5% |
| 3M | +15.2% | +24.9% | -9.7% | +8.6% |
| 6M | +17.6% | +3.8% | +13.8% | +15.0% |
| All | +17.6% | +3.2% | +14.3% | +15.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling