-17.3%
ISRG vs ASX
+105.3%
-122.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.4% | -9.8% | -3.3% |
| 7D | +4.8% | -19.9% | +24.7% | +4.7% |
| 30D | +9.2% | -30.9% | +40.1% | +9.1% |
| 3M | +21.2% | -15.1% | +36.3% | +21.0% |
| 6M | +0.2% | -6.5% | +6.7% | -1.4% |
| YTD | -20.1% | +98.4% | -118.5% | -28.3% |
| 1Y | -17.3% | +107.9% | -125.2% | -26.2% |
| All | -17.3% | +105.3% | -122.7% | -26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling