+533.8%
ISRG vs AXON
+1,027.4%
-493.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.6% |
| 7D | -6.1% | -19.7% | +13.6% | -1.8% |
| 30D | +4.2% | -25.7% | +29.9% | +10.8% |
| 3M | +9.6% | -48.8% | +58.4% | +26.0% |
| 6M | +1.9% | -22.0% | +23.8% | +5.2% |
| YTD | -22.3% | -45.9% | +23.6% | -14.2% |
| 1Y | -23.2% | -46.1% | +22.9% | -15.1% |
| 3Y | +58.5% | +40.9% | +17.6% | +32.4% |
| 5Y | +23.9% | +80.2% | -56.3% | -6.9% |
| All | +533.8% | +1,027.4% | -493.6% | +252.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling