+2.0%
ISRG vs AVAV
+39.7%
-37.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.6% |
| 7D | -1.6% | -2.2% | +0.6% | -1.3% |
| 30D | -2.3% | -13.9% | +11.7% | -0.4% |
| 3M | -12.4% | -29.2% | +16.8% | -9.0% |
| 6M | -26.8% | -36.1% | +9.3% | -23.5% |
| YTD | -35.3% | -40.2% | +4.9% | -32.7% |
| 1Y | -19.3% | -36.2% | +16.9% | -18.4% |
| 3Y | +18.1% | +47.5% | -29.4% | -4.0% |
| All | +2.0% | +39.7% | -37.6% | -24.1% |
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