+57.0%
ISRG vs ABT
+20.8%
+36.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.3% | +0.3% |
| 7D | -2.0% | -1.3% | -0.8% | -1.5% |
| 30D | +5.6% | +6.0% | -0.5% | +3.3% |
| 3M | +10.5% | -1.9% | +12.4% | +11.4% |
| 6M | +2.6% | +31.2% | -28.6% | -7.6% |
| YTD | -21.7% | -11.2% | -10.4% | -19.5% |
| 1Y | -21.6% | -14.0% | -7.6% | -18.6% |
| 3Y | +57.0% | +20.7% | +36.4% | +23.5% |
| All | +57.0% | +20.8% | +36.2% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 3y: compounded portfolio wealth divided by compounded ABT 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…
3y analysis · Full analysis span regression · 6 months rolling