-8.0%
ISRG vs AXTX
-92.7%
+84.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -8.1% | +8.9% | +0.7% |
| 7D | -2.0% | +9.8% | -11.9% | -1.6% |
| 30D | +5.6% | -65.3% | +70.8% | +4.0% |
| 3M | +10.5% | -83.3% | +93.9% | +8.2% |
| 6M | +2.6% | -97.0% | +99.6% | -1.4% |
| All | -8.0% | -92.7% | +84.7% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 AXTX 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