-17.3%
ISRG vs A
+20.8%
-38.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -3.9% |
| 7D | +4.8% | -0.1% | +4.9% | +4.8% |
| 30D | +9.2% | +3.4% | +5.9% | +8.0% |
| 3M | +21.2% | +23.8% | -2.7% | +13.1% |
| 6M | +0.2% | +49.0% | -48.8% | -11.5% |
| YTD | -20.1% | +29.4% | -49.4% | -25.2% |
| 1Y | -17.3% | +19.4% | -36.7% | -20.6% |
| All | -17.3% | +20.8% | -38.1% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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