-22.0%
ISRG vs CASY
+47.0%
-69.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.9% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | -2.3% | -11.3% | +9.1% | -3.3% |
| 3M | -12.4% | -0.6% | -11.8% | -12.6% |
| 6M | -26.8% | +10.7% | -37.5% | -26.9% |
| YTD | -35.3% | +37.1% | -72.4% | -35.9% |
| All | -22.0% | +47.0% | -69.0% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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