+62.2%
ISRG vs AMP
+62.2%
0.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | +2.1% | +3.3% | -1.2% | +0.7% |
| 30D | +6.2% | +4.2% | +1.9% | +4.2% |
| 3M | +14.4% | -6.4% | +20.8% | +17.7% |
| 6M | 0.0% | +12.4% | -12.4% | -5.0% |
| YTD | -20.5% | +7.4% | -28.0% | -23.8% |
| 1Y | -21.9% | +14.7% | -36.6% | -27.6% |
| 3Y | +62.2% | +60.8% | +1.4% | +24.9% |
| All | +62.2% | +62.2% | 0.0% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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