+537.3%
ISRG vs ASX
+878.5%
-341.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.3% | -5.5% | -3.1% |
| 7D | +2.1% | -9.1% | +11.2% | +3.7% |
| 30D | +6.2% | -23.6% | +29.7% | +12.1% |
| 3M | +14.4% | -5.6% | +20.0% | +12.8% |
| 6M | 0.0% | +4.7% | -4.7% | -7.9% |
| YTD | -20.5% | +122.6% | -143.1% | -43.8% |
| 1Y | -21.9% | +133.0% | -154.9% | -45.8% |
| 3Y | +62.2% | +367.1% | -304.9% | -15.7% |
| 5Y | +25.2% | +504.7% | -479.6% | -42.1% |
| 10Y | +537.3% | +887.2% | -349.9% | +117.5% |
| All | +537.3% | +878.5% | -341.2% | +117.5% |
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