+63.3%
ISRG vs ALLE
+88.9%
-25.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.4% | -3.1% |
| 7D | +4.8% | -0.6% | +5.4% | +5.0% |
| 30D | +9.2% | +25.3% | -16.1% | +3.4% |
| 3M | +21.2% | +10.3% | +10.9% | +18.2% |
| 6M | +0.2% | +38.0% | -37.8% | -7.5% |
| YTD | -20.1% | +17.8% | -37.8% | -24.2% |
| 1Y | -17.3% | +13.6% | -30.9% | -20.9% |
| 3Y | +63.3% | +89.2% | -25.9% | +37.3% |
| All | +63.3% | +88.9% | -25.6% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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