+34.3%
ISRG vs ACHR
-45.8%
+80.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.7% | +6.5% | +1.5% |
| 7D | -5.0% | -2.7% | -2.4% | -4.8% |
| 30D | -10.2% | -12.1% | +1.9% | -9.1% |
| 3M | -17.2% | +3.4% | -20.6% | -18.0% |
| 6M | -28.4% | -15.6% | -12.8% | -28.0% |
| YTD | -37.6% | -26.9% | -10.8% | -36.6% |
| 1Y | -24.4% | -34.8% | +10.3% | -23.2% |
| 3Y | +18.4% | -19.2% | +37.7% | +10.5% |
| 5Y | -1.0% | -43.8% | +42.8% | -15.1% |
| All | +34.3% | -45.8% | +80.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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