+550.7%
ISRG vs ACN
+150.4%
+400.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.9% |
| 7D | -6.8% | -4.0% | -2.7% | -4.7% |
| 30D | +5.1% | +19.0% | -13.9% | -5.2% |
| 3M | +12.0% | +42.2% | -30.2% | -10.8% |
| 6M | +7.0% | +50.1% | -43.1% | -20.3% |
| YTD | -20.6% | -2.7% | -17.9% | -22.8% |
| 1Y | -21.4% | +7.6% | -29.0% | -29.2% |
| 3Y | +62.0% | -15.9% | +77.9% | +65.8% |
| 5Y | +28.1% | -24.4% | +52.5% | +40.8% |
| 10Y | +550.7% | +151.4% | +399.3% | +212.4% |
| All | +550.7% | +150.4% | +400.3% | +212.4% |
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