+59.1%
ISRG vs ASX
+396.7%
-337.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.6% | -6.7% | -0.9% |
| 7D | -6.8% | +0.8% | -7.6% | -7.2% |
| 30D | +5.1% | -20.4% | +25.5% | +7.8% |
| 3M | +12.0% | -2.1% | +14.2% | +10.8% |
| 6M | +7.0% | +8.2% | -1.2% | +1.4% |
| YTD | -20.6% | +137.3% | -157.9% | -40.0% |
| 1Y | -21.4% | +155.0% | -176.4% | -42.0% |
| All | +59.1% | +396.7% | -337.6% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling