+25.5%
ISRG vs AXON
+83.1%
-57.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.7% |
| 3M | +10.5% | -48.8% | +59.3% | +28.6% |
| 6M | +2.6% | -16.3% | +18.9% | +4.3% |
| YTD | -21.7% | -44.5% | +22.8% | -13.2% |
| 1Y | -21.6% | -43.4% | +21.8% | -13.6% |
| 3Y | +57.0% | +44.3% | +12.8% | +18.3% |
| All | +25.5% | +83.1% | -57.7% | -25.9% |
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