-17.3%
ISRG vs ALL
+28.6%
-45.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.5% | +1.1% | -2.7% |
| 7D | +4.8% | -1.9% | +6.8% | +5.2% |
| 30D | +9.2% | +13.8% | -4.5% | +8.4% |
| 3M | +21.2% | -7.0% | +28.2% | +21.9% |
| 6M | +0.2% | +18.0% | -17.8% | -1.3% |
| YTD | -20.1% | +24.2% | -44.2% | -21.8% |
| 1Y | -17.3% | +31.2% | -48.5% | -18.8% |
| All | -17.3% | +28.6% | -45.9% | -18.8% |
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