+17,983.8%
ISRG vs A
+282.9%
+17,700.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.1% |
| 7D | -1.6% | -1.9% | +0.4% | -0.9% |
| 30D | -2.3% | +6.9% | -9.2% | -4.7% |
| 3M | -12.4% | +9.2% | -21.7% | -15.4% |
| 6M | -26.8% | +25.7% | -52.5% | -33.2% |
| YTD | -35.3% | +11.5% | -46.8% | -38.4% |
| 1Y | -19.3% | +18.4% | -37.7% | -25.1% |
| 3Y | +18.1% | +26.6% | -8.5% | +5.3% |
| 5Y | +2.6% | -12.8% | +15.5% | +4.1% |
| 10Y | +379.4% | +247.2% | +132.3% | +215.6% |
| All | +17,983.8% | +282.9% | +17,700.9% | +7,858.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling