+537.3%
ISRG vs AXON
+1,048.6%
-511.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | +2.1% | -27.4% | +29.5% | +9.2% |
| 30D | +6.2% | -28.5% | +34.6% | +13.8% |
| 3M | +14.4% | -49.3% | +63.7% | +31.7% |
| 6M | 0.0% | -25.0% | +25.0% | +4.2% |
| YTD | -20.5% | -46.7% | +26.2% | -11.9% |
| 1Y | -21.9% | -48.3% | +26.4% | -12.9% |
| 3Y | +62.2% | +38.8% | +23.4% | +36.0% |
| 5Y | +25.2% | +77.7% | -52.5% | -5.6% |
| 10Y | +537.3% | +1,028.0% | -490.7% | +257.2% |
| All | +537.3% | +1,048.6% | -511.3% | +257.2% |
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