+59.1%
ISRG vs ARWR
+85.8%
-26.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -6.8% | -19.9% | +13.2% | -4.9% |
| 30D | +5.1% | -18.7% | +23.8% | +7.1% |
| 3M | +12.0% | -44.7% | +56.7% | +18.3% |
| 6M | +7.0% | -36.5% | +43.5% | +10.9% |
| YTD | -20.6% | -25.7% | +5.0% | -19.6% |
| 1Y | -21.4% | +18.9% | -40.4% | -25.3% |
| All | +59.1% | +85.8% | -26.6% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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