+63.3%
ISRG vs AMC
-71.5%
+134.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.9% | -5.3% | -3.4% |
| 7D | +4.8% | +2.6% | +2.2% | +4.7% |
| 30D | +9.2% | +9.0% | +0.2% | +8.9% |
| 3M | +21.2% | +22.2% | -1.0% | +20.2% |
| 6M | +0.2% | +91.5% | -91.2% | -2.6% |
| YTD | -20.1% | +101.3% | -121.3% | -22.5% |
| 1Y | -17.3% | +20.8% | -38.1% | -19.0% |
| 3Y | +63.3% | -71.3% | +134.6% | +69.0% |
| All | +63.3% | -71.5% | +134.8% | +69.0% |
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