+539.2%
ISRG vs AR
+57.4%
+481.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | -2.0% | +7.4% | -9.4% | -2.7% |
| 30D | +5.6% | +5.8% | -0.2% | +4.8% |
| 3M | +10.5% | +5.2% | +5.3% | +9.7% |
| 6M | +2.6% | +5.4% | -2.8% | +1.6% |
| YTD | -21.7% | +12.4% | -34.1% | -23.2% |
| 1Y | -21.6% | +12.8% | -34.4% | -23.2% |
| 3Y | +57.0% | +47.2% | +9.8% | +48.7% |
| 5Y | +25.0% | +101.1% | -76.2% | +14.2% |
| All | +539.2% | +57.4% | +481.8% | +431.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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