+550.7%
ISRG vs AMC
-98.7%
+649.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.0% | -0.1% |
| 7D | -6.8% | -2.8% | -3.9% | -6.7% |
| 30D | +5.1% | +14.0% | -8.9% | +4.8% |
| 3M | +12.0% | +42.5% | -30.5% | +11.0% |
| 6M | +7.0% | +142.6% | -135.5% | +4.2% |
| YTD | -20.6% | +119.2% | -139.9% | -22.6% |
| 1Y | -21.4% | +40.7% | -62.2% | -22.7% |
| 3Y | +62.0% | -57.3% | +119.3% | +61.4% |
| 5Y | +28.1% | -99.1% | +127.3% | +34.6% |
| 10Y | +550.7% | -98.7% | +649.4% | +536.9% |
| All | +550.7% | -98.7% | +649.4% | +536.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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