+533.8%
ISRG vs ACN
+147.7%
+386.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.7% | -1.3% |
| 7D | -6.1% | -5.7% | -0.4% | -3.0% |
| 30D | +4.2% | +17.0% | -12.8% | -5.1% |
| 3M | +9.6% | +39.9% | -30.2% | -11.9% |
| 6M | +1.9% | +50.2% | -48.3% | -24.2% |
| YTD | -22.3% | -4.2% | -18.2% | -23.8% |
| 1Y | -23.2% | +4.3% | -27.5% | -29.3% |
| 3Y | +58.5% | -17.1% | +75.6% | +63.6% |
| 5Y | +23.9% | -26.5% | +50.4% | +38.8% |
| All | +533.8% | +147.7% | +386.1% | +203.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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