-10.5%
ISRG vs BABA
-34.7%
+24.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.9% | +4.5% | +8.7% |
| 7D | +8.5% | +4.3% | +4.2% | +7.9% |
| 30D | +18.6% | -5.0% | +23.6% | +19.1% |
| 3M | +30.9% | -18.4% | +49.3% | +33.0% |
| 6M | +6.6% | -20.3% | +26.8% | +8.7% |
| YTD | -14.9% | -27.5% | +12.6% | -12.7% |
| 1Y | -10.5% | -35.3% | +24.8% | -7.5% |
| All | -10.5% | -34.7% | +24.1% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 1y: compounded portfolio wealth divided by compounded BABA 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…
1y analysis · Full analysis span regression · 6 months rolling