-21.4%
ISRG vs ALL
+30.4%
-51.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -6.8% | -2.6% | -4.2% | -6.4% |
| 30D | +5.1% | +12.7% | -7.6% | +4.3% |
| 3M | +12.0% | +0.4% | +11.6% | +12.0% |
| 6M | +7.0% | +23.8% | -16.8% | +5.2% |
| YTD | -20.6% | +27.8% | -48.4% | -22.3% |
| 1Y | -21.4% | +28.9% | -50.3% | -22.9% |
| All | -21.4% | +30.4% | -51.9% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling