+17,748.4%
ISRG vs ASX
+2,764.3%
+14,984.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -20.8% | +18.0% | +1.8% |
| 7D | +4.4% | -33.3% | +37.7% | +13.5% |
| 30D | +15.8% | -36.5% | +52.2% | +26.5% |
| 3M | +24.9% | -19.2% | +44.1% | +28.3% |
| 6M | +3.8% | -10.2% | +14.0% | +1.3% |
| YTD | -17.3% | +86.5% | -103.7% | -32.8% |
| 1Y | -14.6% | +89.6% | -104.2% | -31.0% |
| 3Y | +68.2% | +298.6% | -230.4% | +10.9% |
| 5Y | +28.4% | +414.3% | -385.9% | -21.3% |
| 10Y | +528.0% | +711.1% | -183.1% | +231.3% |
| All | +17,748.4% | +2,764.3% | +14,984.1% | +5,956.4% |
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