+500.7%
ISRG vs AMBA
-0.9%
+501.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.1% | -9.5% | -4.6% |
| 7D | +4.8% | -7.2% | +12.1% | +6.2% |
| 30D | +9.2% | -10.4% | +19.6% | +11.2% |
| 3M | +21.2% | -30.1% | +51.3% | +29.0% |
| 6M | +0.2% | -22.4% | +22.7% | +0.1% |
| YTD | -20.1% | -17.3% | -2.7% | -22.2% |
| 1Y | -17.3% | -35.4% | +18.1% | -15.5% |
| 3Y | +63.3% | +18.6% | +44.7% | +35.8% |
| 5Y | +24.1% | -69.8% | +93.9% | +28.8% |
| All | +500.7% | -0.9% | +501.5% | +299.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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