-3.3%
ISRG vs AMIX
-99.9%
+96.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.9% |
| 7D | -1.6% | -13.7% | +12.1% | -1.6% |
| 30D | -2.3% | -62.1% | +59.8% | -2.5% |
| 3M | -12.4% | -46.2% | +33.7% | -11.4% |
| 6M | -26.8% | -46.4% | +19.6% | -26.0% |
| YTD | -35.3% | -60.3% | +25.0% | -34.5% |
| 1Y | -19.3% | -79.7% | +60.3% | -18.5% |
| All | -3.3% | -99.9% | +96.6% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling