-20.1%
ISRG vs AVTR
+37.2%
-57.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | +1.4% |
| 7D | +5.4% | +1.9% | +3.5% | +5.2% |
| 30D | +8.6% | +1.5% | +7.1% | +8.4% |
| 3M | +21.6% | +17.1% | +4.5% | +19.3% |
| 6M | +2.3% | +91.5% | -89.1% | -7.7% |
| YTD | -18.7% | +38.8% | -57.5% | -23.2% |
| All | -20.1% | +37.2% | -57.2% | -24.0% |
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