+370.1%
ISRG vs ASX
+973.8%
-603.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.7% | -0.1% |
| 7D | -5.0% | +11.1% | -16.1% | -8.0% |
| 30D | -10.2% | +9.6% | -19.8% | -13.0% |
| 3M | -17.2% | +18.6% | -35.8% | -23.4% |
| 6M | -28.4% | +92.1% | -120.6% | -44.7% |
| YTD | -37.6% | +158.5% | -196.1% | -56.7% |
| 1Y | -24.4% | +271.9% | -296.3% | -54.3% |
| 3Y | +18.4% | +465.2% | -446.8% | -40.6% |
| 5Y | -1.0% | +479.4% | -480.4% | -52.6% |
| 10Y | +370.1% | +992.0% | -621.8% | +60.5% |
| All | +370.1% | +973.8% | -603.6% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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