-21.6%
ISRG vs AMIX
-92.3%
+70.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.8% |
| 7D | -2.0% | -9.9% | +7.8% | -2.1% |
| 30D | +5.6% | -52.8% | +58.3% | +5.3% |
| 3M | +10.5% | -80.0% | +90.6% | +9.9% |
| 6M | +2.6% | -80.2% | +82.8% | +4.6% |
| YTD | -21.7% | -88.1% | +66.5% | -20.6% |
| 1Y | -21.6% | -91.1% | +69.5% | -20.7% |
| All | -21.6% | -92.3% | +70.7% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling