-10.5%
ISRG vs AVTR
+37.4%
-47.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.4% | +9.0% | +9.3% |
| 7D | +8.5% | -6.2% | +14.8% | +9.3% |
| 30D | +18.6% | -1.0% | +19.6% | +18.7% |
| 3M | +30.9% | +14.4% | +16.5% | +28.7% |
| 6M | +6.6% | +95.9% | -89.3% | -4.4% |
| YTD | -14.9% | +36.6% | -51.4% | -19.3% |
| 1Y | -10.5% | +35.1% | -45.7% | -14.4% |
| All | -10.5% | +37.4% | -47.9% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling