-7.9%
ISRG vs AHR
+360.2%
-368.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | -2.5% | -3.0% | +0.5% | -1.8% |
| 30D | -10.2% | +2.6% | -12.8% | -10.8% |
| 3M | -12.5% | +16.0% | -28.5% | -16.2% |
| 6M | -25.8% | +3.1% | -28.9% | -26.8% |
| YTD | -36.4% | +16.0% | -52.4% | -39.5% |
| 1Y | -19.9% | +28.0% | -47.9% | -26.3% |
| All | -7.9% | +360.2% | -368.1% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling