+63.3%
ISRG vs AMBA
+16.7%
+46.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.1% | -9.5% | -4.1% |
| 7D | +4.8% | -7.2% | +12.1% | +5.7% |
| 30D | +9.2% | -10.4% | +19.6% | +10.5% |
| 3M | +21.2% | -30.1% | +51.3% | +26.2% |
| 6M | +0.2% | -22.4% | +22.7% | -0.2% |
| YTD | -20.1% | -17.3% | -2.7% | -22.4% |
| 1Y | -17.3% | -35.4% | +18.1% | -16.0% |
| 3Y | +63.3% | +18.6% | +44.7% | +38.1% |
| All | +63.3% | +16.7% | +46.6% | +38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling