+16.8%
ISRG vs AZN
+25.4%
-8.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.4% |
| 7D | -5.0% | -2.9% | -2.1% | -4.2% |
| 30D | -10.2% | -3.1% | -7.1% | -9.5% |
| 3M | -17.2% | -14.4% | -2.8% | -13.7% |
| 6M | -28.4% | -19.5% | -8.9% | -24.1% |
| YTD | -37.6% | -13.8% | -23.9% | -35.3% |
| 1Y | -24.4% | -2.4% | -22.1% | -24.2% |
| All | +16.8% | +25.4% | -8.6% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling