+1,067.3%
ISRG vs AMC
-97.8%
+1,165.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -12.5% | +9.7% | -2.5% |
| 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% | +24.3% |
| 6M | +3.8% | +93.7% | -89.9% | +1.5% |
| YTD | -17.3% | +97.4% | -114.7% | -19.3% |
| 1Y | -14.6% | +23.2% | -37.8% | -15.7% |
| 3Y | +68.2% | -71.3% | +139.5% | +69.2% |
| 5Y | +28.4% | -99.3% | +127.6% | +36.0% |
| 10Y | +528.0% | -98.7% | +626.8% | +516.9% |
| All | +1,067.3% | -97.8% | +1,165.0% | +931.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling