+63.3%
ISRG vs APTV
-49.5%
+112.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | +0.1% | -2.7% |
| 7D | +4.8% | -10.2% | +15.0% | +7.0% |
| 30D | +9.2% | -10.8% | +20.0% | +11.7% |
| 3M | +21.2% | -14.8% | +36.0% | +24.8% |
| 6M | +0.2% | -30.6% | +30.8% | +6.3% |
| YTD | -20.1% | -48.2% | +28.1% | -10.4% |
| 1Y | -17.3% | -52.0% | +34.6% | -5.9% |
| 3Y | +63.3% | -47.0% | +110.3% | +71.0% |
| All | +63.3% | -49.5% | +112.8% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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