+533.8%
ISRG vs AMT
+134.2%
+399.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | -6.1% | -2.2% | -3.9% | -5.3% |
| 30D | +4.2% | +5.8% | -1.5% | +2.0% |
| 3M | +9.6% | +12.6% | -2.9% | +4.4% |
| 6M | +1.9% | +8.3% | -6.4% | -2.2% |
| YTD | -22.3% | +11.4% | -33.7% | -26.9% |
| 1Y | -23.2% | +7.7% | -30.9% | -26.7% |
| 3Y | +58.5% | +14.8% | +43.7% | +39.0% |
| 5Y | +23.9% | -18.0% | +41.9% | +28.3% |
| All | +533.8% | +134.2% | +399.7% | +380.6% |
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