+539.2%
ISRG vs AXON
+1,058.0%
-518.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.2% |
| 7D | -2.0% | +0.8% | -2.8% | -2.3% |
| 30D | +5.6% | -22.8% | +28.3% | +11.2% |
| 3M | +10.5% | -48.8% | +59.3% | +27.0% |
| 6M | +2.6% | -16.3% | +18.9% | +4.3% |
| YTD | -21.7% | -44.5% | +22.8% | -13.9% |
| 1Y | -21.6% | -43.4% | +21.8% | -14.3% |
| 3Y | +57.0% | +44.3% | +12.8% | +30.5% |
| 5Y | +25.0% | +85.1% | -60.1% | -6.7% |
| All | +539.2% | +1,058.0% | -518.8% | +253.5% |
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