+376.2%
ISRG vs AMT
+96.2%
+279.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.4% |
| 7D | -1.6% | -0.2% | -1.4% | -1.5% |
| 30D | -2.3% | +4.6% | -6.9% | -4.2% |
| 3M | -12.4% | -8.4% | -4.0% | -9.8% |
| 6M | -26.8% | -6.0% | -20.8% | -25.7% |
| YTD | -35.3% | +2.1% | -37.4% | -36.9% |
| 1Y | -19.3% | -6.4% | -12.9% | -18.6% |
| 3Y | +18.1% | +8.1% | +10.1% | +5.1% |
| 5Y | +2.6% | -31.9% | +34.6% | +16.0% |
| All | +376.2% | +96.2% | +279.9% | +260.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling