+63.3%
ISRG vs AVAV
-5.8%
+69.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +10.5% | -13.8% | -4.3% |
| 7D | +4.8% | -10.6% | +15.4% | +5.7% |
| 30D | +9.2% | -18.8% | +28.0% | +11.1% |
| 3M | +21.2% | -34.1% | +55.3% | +25.5% |
| 6M | +0.2% | -35.3% | +35.6% | +3.2% |
| YTD | -20.1% | -53.4% | +33.3% | -16.3% |
| 1Y | -17.3% | -65.6% | +48.3% | -11.2% |
| 3Y | +63.3% | -5.1% | +68.4% | +46.6% |
| All | +63.3% | -5.8% | +69.1% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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