+2.0%
ISRG vs ACHR
-42.9%
+44.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.8% |
| 7D | -1.6% | -0.7% | -0.9% | -1.5% |
| 30D | -2.3% | +9.8% | -12.1% | -3.3% |
| 3M | -12.4% | -10.5% | -1.9% | -12.2% |
| 6M | -26.8% | -15.5% | -11.3% | -26.4% |
| YTD | -35.3% | -24.1% | -11.2% | -34.4% |
| 1Y | -19.3% | -32.4% | +13.1% | -18.3% |
| 3Y | +18.1% | -11.6% | +29.7% | +9.1% |
| All | +2.0% | -42.9% | +44.9% | -14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling