+536.3%
ISRG vs ACN
+159.3%
+377.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +3.0% |
| 7D | +5.4% | -2.5% | +7.9% | +7.0% |
| 30D | +8.6% | +22.6% | -14.0% | -3.6% |
| 3M | +21.6% | +45.9% | -24.3% | -4.5% |
| 6M | +2.3% | +43.8% | -41.5% | -21.4% |
| YTD | -18.7% | -2.5% | -16.2% | -21.0% |
| 1Y | -17.8% | +6.5% | -24.2% | -25.2% |
| 3Y | +69.1% | -14.2% | +83.2% | +70.5% |
| 5Y | +26.5% | -24.4% | +50.9% | +39.2% |
| 10Y | +536.3% | +156.3% | +380.0% | +211.8% |
| All | +536.3% | +159.3% | +377.0% | +211.8% |
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