+386.2%
ISRG vs AZN
+223.4%
+162.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | +0.7% | -1.6% | +2.2% | +1.3% |
| 30D | -8.0% | +1.1% | -9.1% | -8.4% |
| 3M | -10.6% | -12.1% | +1.5% | -6.6% |
| 6M | -25.1% | -17.1% | -8.0% | -20.0% |
| YTD | -34.8% | -12.0% | -22.8% | -32.2% |
| 1Y | -19.0% | -0.2% | -18.8% | -20.0% |
| 3Y | +22.1% | +26.8% | -4.7% | +7.7% |
| 5Y | +8.2% | +56.9% | -48.7% | -14.0% |
| All | +386.2% | +223.4% | +162.7% | +210.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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