+26.5%
ISRG vs AVAV
+34.3%
-7.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.6% | -10.9% | +0.1% |
| 7D | +5.4% | +3.2% | +2.3% | +4.6% |
| 30D | +8.6% | -7.4% | +16.0% | +9.3% |
| 3M | +21.6% | -32.0% | +53.6% | +27.3% |
| 6M | +2.3% | -24.6% | +26.9% | +4.4% |
| YTD | -18.7% | -47.5% | +28.8% | -14.5% |
| 1Y | -17.8% | -61.5% | +43.7% | -9.6% |
| 3Y | +69.1% | +5.5% | +63.6% | +45.0% |
| 5Y | +26.5% | +35.7% | -9.3% | -9.3% |
| All | +26.5% | +34.3% | -7.8% | -9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling