+16,519.9%
ISRG vs ACN
+2,439.2%
+14,080.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -2.6% |
| 7D | +4.8% | +0.9% | +3.9% | +4.5% |
| 30D | +9.2% | +33.5% | -24.3% | -4.4% |
| 3M | +21.2% | +53.5% | -32.3% | -1.9% |
| 6M | +0.2% | +52.2% | -52.0% | -20.5% |
| YTD | -20.1% | -0.1% | -19.9% | -23.9% |
| 1Y | -17.3% | +11.0% | -28.4% | -25.4% |
| 3Y | +63.3% | -11.8% | +75.1% | +61.1% |
| 5Y | +24.1% | -22.8% | +46.9% | +30.4% |
| 10Y | +507.0% | +162.4% | +344.5% | +282.7% |
| All | +16,519.9% | +2,439.2% | +14,080.7% | +3,963.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling