+28.4%
ISRG vs AVAV
+7.1%
+21.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.8% | +7.0% | -1.5% |
| 7D | +4.4% | -24.3% | +28.7% | +8.1% |
| 30D | +15.8% | -28.9% | +44.6% | +20.8% |
| 3M | +24.9% | -39.3% | +64.1% | +32.8% |
| 6M | +3.8% | -38.8% | +42.6% | +9.0% |
| YTD | -17.3% | -57.8% | +40.5% | -10.3% |
| 1Y | -14.6% | -70.9% | +56.3% | -2.3% |
| 3Y | +68.2% | -14.8% | +83.0% | +48.5% |
| 5Y | +28.4% | +7.3% | +21.1% | +6.3% |
| All | +28.4% | +7.1% | +21.3% | +6.3% |
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