+356.0%
ISRG vs ACN
+85.2%
+270.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -2.1% |
| 7D | -5.2% | -4.8% | -0.4% | -2.4% |
| 30D | -7.6% | +1.9% | -9.4% | -8.8% |
| 3M | -16.4% | +3.9% | -20.2% | -20.4% |
| 6M | -28.6% | -15.0% | -13.5% | -23.8% |
| YTD | -38.2% | -31.9% | -6.3% | -24.6% |
| 1Y | -25.5% | -28.5% | +3.0% | -12.9% |
| 3Y | +17.4% | -41.9% | +59.3% | +52.0% |
| 5Y | -3.0% | -42.9% | +39.9% | +25.8% |
| 10Y | +356.0% | +88.7% | +267.2% | +168.6% |
| All | +356.0% | +85.2% | +270.8% | +168.6% |
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