-25.5%
ISRG vs AVTR
+15.8%
-41.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -4.7% |
| 7D | -5.2% | +7.4% | -12.6% | -5.9% |
| 30D | -7.6% | +12.2% | -19.8% | -8.6% |
| 3M | -16.4% | +57.4% | -73.7% | -20.9% |
| 6M | -28.6% | +86.7% | -115.2% | -34.0% |
| YTD | -38.2% | +33.1% | -71.2% | -40.8% |
| 1Y | -25.5% | +16.1% | -41.6% | -29.4% |
| All | -25.5% | +15.8% | -41.3% | -29.4% |
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