+500.7%
ISRG vs AA
+63.3%
+437.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.9% | -6.3% | -3.9% |
| 7D | +4.8% | +0.9% | +3.9% | +4.6% |
| 30D | +9.2% | -6.7% | +15.9% | +10.5% |
| 3M | +21.2% | -16.3% | +37.5% | +24.6% |
| 6M | +0.2% | -37.1% | +37.3% | +7.8% |
| YTD | -20.1% | -25.0% | +5.0% | -17.8% |
| 1Y | -17.3% | +8.6% | -25.9% | -21.3% |
| 3Y | +63.3% | +57.2% | +6.1% | +37.7% |
| 5Y | +24.1% | -13.0% | +37.1% | +12.2% |
| All | +500.7% | +63.3% | +437.3% | +344.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling