+26.5%
ISRG vs AXON
+71.5%
-45.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.1% | +4.9% | +2.5% |
| 7D | +5.4% | -28.7% | +34.2% | +13.9% |
| 30D | +8.6% | -28.3% | +36.9% | +17.0% |
| 3M | +21.6% | -46.9% | +68.5% | +40.1% |
| 6M | +2.3% | -24.9% | +27.2% | +6.8% |
| YTD | -18.7% | -46.6% | +27.9% | -8.9% |
| 1Y | -17.8% | -49.7% | +31.9% | -6.6% |
| 3Y | +69.1% | +40.6% | +28.5% | +28.0% |
| 5Y | +26.5% | +71.9% | -45.4% | -21.4% |
| All | +26.5% | +71.5% | -45.0% | -21.4% |
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