+1,206.6%
ISRG vs ACWI
+330.1%
+876.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.8% | +1.0% | +1.3% |
| 7D | +4.4% | -4.0% | +8.4% | +9.2% |
| 30D | +15.8% | -5.8% | +21.6% | +23.4% |
| 3M | +24.9% | -5.0% | +29.9% | +31.8% |
| 6M | +3.8% | +0.7% | +3.1% | +2.4% |
| YTD | -17.3% | +8.4% | -25.7% | -24.7% |
| 1Y | -14.6% | +10.1% | -24.7% | -23.5% |
| 3Y | +68.2% | +70.8% | -2.6% | -5.0% |
| 5Y | +28.4% | +55.4% | -27.0% | -18.0% |
| 10Y | +528.0% | +223.3% | +304.7% | +100.6% |
| All | +1,206.6% | +330.1% | +876.5% | +197.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling