+500.7%
ISRG vs ALL
+370.9%
+129.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.5% | +1.1% | -1.5% |
| 7D | +4.8% | -1.9% | +6.8% | +5.8% |
| 30D | +9.2% | +13.8% | -4.5% | +3.4% |
| 3M | +21.2% | -7.0% | +28.2% | +24.6% |
| 6M | +0.2% | +18.0% | -17.8% | -7.6% |
| YTD | -20.1% | +24.2% | -44.2% | -28.4% |
| 1Y | -17.3% | +31.2% | -48.5% | -27.9% |
| 3Y | +63.3% | +107.5% | -44.2% | +10.8% |
| 5Y | +24.1% | +144.8% | -120.7% | -25.1% |
| All | +500.7% | +370.9% | +129.8% | +190.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling