-3.0%
ISRG vs ABNB
+6.9%
-9.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -3.2% |
| 7D | -5.2% | -4.4% | -0.8% | -3.7% |
| 30D | -7.6% | -2.0% | -5.6% | -7.0% |
| 3M | -16.4% | +29.8% | -46.2% | -23.8% |
| 6M | -28.6% | +31.0% | -59.6% | -35.2% |
| YTD | -38.2% | +28.6% | -66.8% | -43.7% |
| 1Y | -25.5% | +40.1% | -65.6% | -34.1% |
| 3Y | +17.4% | +19.7% | -2.3% | +5.6% |
| 5Y | -3.0% | +6.5% | -9.4% | -15.6% |
| All | -3.0% | +6.9% | -9.9% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ABNB.
Daily Out/Under-Performance
Portfolio return minus ABNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABNB 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ABNB 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling