-20.1%
ISRG vs AMBA
-33.2%
+13.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.6% | +1.7% |
| 7D | +5.4% | 0.0% | +5.5% | +5.4% |
| 30D | +8.6% | -8.6% | +17.2% | +8.7% |
| 3M | +21.6% | -29.0% | +50.6% | +21.8% |
| 6M | +2.3% | -19.2% | +21.5% | +1.1% |
| YTD | -18.7% | -13.0% | -5.7% | -21.9% |
| All | -20.1% | -33.2% | +13.2% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling