+17,983.8%
ISRG vs AMT
+477.0%
+17,506.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.6% |
| 7D | -1.6% | -0.2% | -1.4% | -1.6% |
| 30D | -2.3% | +4.6% | -6.9% | -3.4% |
| 3M | -12.4% | -8.4% | -4.0% | -10.9% |
| 6M | -26.8% | -6.0% | -20.8% | -26.1% |
| YTD | -35.3% | +2.1% | -37.4% | -36.1% |
| 1Y | -19.3% | -6.4% | -12.9% | -18.9% |
| 3Y | +18.1% | +8.1% | +10.1% | +12.2% |
| 5Y | +2.6% | -31.9% | +34.6% | +9.3% |
| 10Y | +379.4% | +97.1% | +282.3% | +297.9% |
| All | +17,983.8% | +477.0% | +17,506.8% | +14,285.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling