+69.0%
ISRG vs AMT
+13.5%
+55.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.8% |
| 7D | +4.4% | +4.4% | 0.0% | +4.1% |
| 30D | +15.8% | +17.7% | -2.0% | +14.9% |
| 3M | +24.9% | +16.7% | +8.2% | +23.9% |
| 6M | +3.8% | +11.1% | -7.3% | +3.2% |
| YTD | -17.3% | +13.9% | -31.2% | -17.8% |
| 1Y | -14.6% | +12.5% | -27.1% | -15.1% |
| All | +69.0% | +13.5% | +55.4% | +56.5% |
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