+21,775.7%
ISRG vs AZN
+993.5%
+20,782.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | -1.1% | -1.0% | -1.6% |
| 30D | +5.6% | +13.8% | -8.3% | -0.3% |
| 3M | +10.5% | +17.3% | -6.8% | +3.0% |
| 6M | +2.6% | -1.7% | +4.4% | +2.6% |
| YTD | -21.7% | +1.4% | -23.0% | -23.1% |
| 1Y | -21.6% | +5.2% | -26.7% | -24.2% |
| 3Y | +57.0% | +52.6% | +4.4% | +26.4% |
| 5Y | +25.0% | +72.9% | -47.9% | -6.3% |
| 10Y | +542.1% | +333.0% | +209.1% | +205.8% |
| All | +21,775.7% | +993.5% | +20,782.2% | +6,503.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling