-24.4%
ISRG vs AEIS
+85.4%
-109.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +0.9% |
| 7D | -5.0% | +6.5% | -11.5% | -4.9% |
| 30D | -10.2% | -9.2% | -1.0% | -10.3% |
| 3M | -17.2% | -8.3% | -8.8% | -18.0% |
| 6M | -28.4% | -6.3% | -22.1% | -29.7% |
| YTD | -37.6% | +36.5% | -74.1% | -40.9% |
| 1Y | -24.4% | +84.8% | -109.2% | -31.0% |
| All | -24.4% | +85.4% | -109.8% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling