+386.2%
ISRG vs AZO
+296.8%
+89.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.5% |
| 7D | +0.7% | -3.6% | +4.2% | +1.8% |
| 30D | -8.0% | -5.6% | -2.5% | -6.3% |
| 3M | -10.6% | -6.6% | -3.9% | -8.9% |
| 6M | -25.1% | -22.5% | -2.6% | -19.3% |
| YTD | -34.8% | -15.2% | -19.6% | -32.1% |
| 1Y | -19.0% | -33.9% | +14.9% | -8.7% |
| 3Y | +22.1% | +11.8% | +10.3% | +13.0% |
| 5Y | +8.2% | +85.5% | -77.3% | -16.8% |
| All | +386.2% | +296.8% | +89.3% | +217.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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