+23.9%
ISRG vs AXON
+71.5%
-47.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -18.2% | +14.8% | +1.0% |
| 7D | +4.8% | -26.8% | +31.6% | +12.5% |
| 30D | +9.2% | -22.9% | +32.1% | +15.7% |
| 3M | +21.2% | -40.1% | +61.3% | +35.4% |
| 6M | +0.2% | -18.9% | +19.1% | +2.5% |
| YTD | -20.1% | -44.9% | +24.8% | -11.1% |
| 1Y | -17.3% | -46.7% | +29.4% | -7.5% |
| 3Y | +63.3% | +44.3% | +19.0% | +22.7% |
| All | +23.9% | +71.5% | -47.6% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling