+69.0%
ISRG vs AMC
-72.0%
+141.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -12.5% | +9.7% | -2.3% |
| 7D | +4.4% | 0.0% | +4.4% | +4.4% |
| 30D | +15.8% | +4.4% | +11.3% | +15.6% |
| 3M | +24.9% | +15.4% | +9.5% | +24.1% |
| 6M | +3.8% | +93.7% | -89.9% | +0.9% |
| YTD | -17.3% | +97.4% | -114.7% | -19.8% |
| 1Y | -14.6% | +23.2% | -37.8% | -16.3% |
| All | +69.0% | -72.0% | +141.0% | +75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling