+17,149.5%
ISRG vs ASX
+2,948.3%
+14,201.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +6.4% | -9.8% | -4.8% |
| 7D | +4.8% | -19.9% | +24.7% | +9.3% |
| 30D | +9.2% | -30.9% | +40.1% | +17.0% |
| 3M | +21.2% | -15.1% | +36.3% | +23.0% |
| 6M | +0.2% | -6.5% | +6.7% | -3.1% |
| YTD | -20.1% | +98.4% | -118.5% | -36.0% |
| 1Y | -17.3% | +107.9% | -125.2% | -34.7% |
| 3Y | +63.3% | +325.3% | -262.0% | +6.0% |
| 5Y | +24.1% | +447.3% | -423.2% | -25.0% |
| 10Y | +507.0% | +763.2% | -256.3% | +215.5% |
| All | +17,149.5% | +2,948.3% | +14,201.2% | +5,666.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling