+19.2%
ISRG vs AMT
+8.2%
+11.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.8% |
| 7D | -1.6% | -0.2% | -1.4% | -1.6% |
| 30D | -2.3% | +4.6% | -6.9% | -2.4% |
| 3M | -12.4% | -8.4% | -4.0% | -12.2% |
| 6M | -26.8% | -6.0% | -20.8% | -26.8% |
| YTD | -35.3% | +2.1% | -37.4% | -35.3% |
| 1Y | -19.3% | -6.4% | -12.9% | -19.1% |
| All | +19.2% | +8.2% | +11.0% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling