+23.9%
ISRG vs ACWI
+60.2%
-36.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -1.4% |
| 7D | -6.1% | +2.7% | -8.8% | -9.2% |
| 30D | +4.2% | -2.6% | +6.8% | +7.6% |
| 3M | +9.6% | -3.2% | +12.8% | +13.9% |
| 6M | +1.9% | +1.9% | 0.0% | -1.3% |
| YTD | -22.3% | +11.3% | -33.7% | -33.4% |
| 1Y | -23.2% | +11.7% | -34.8% | -34.4% |
| 3Y | +58.5% | +74.4% | -15.9% | -26.7% |
| 5Y | +23.9% | +59.5% | -35.5% | -30.6% |
| All | +23.9% | +60.2% | -36.2% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling