+23,005.1%
ISRG vs CASY
+6,782.6%
+16,222.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.2% | -5.0% | -3.5% |
| 7D | +4.4% | +1.8% | +2.6% | +3.8% |
| 30D | +15.8% | +11.2% | +4.6% | +11.8% |
| 3M | +24.9% | -19.1% | +43.9% | +32.4% |
| 6M | +3.8% | -19.9% | +23.7% | +8.6% |
| YTD | -17.3% | +25.2% | -42.4% | -25.9% |
| 1Y | -14.6% | +31.6% | -46.2% | -24.9% |
| 3Y | +68.2% | +155.4% | -87.2% | +15.8% |
| 5Y | +28.4% | +251.5% | -223.2% | -21.5% |
| 10Y | +528.0% | +558.6% | -30.6% | +203.3% |
| All | +23,005.1% | +6,782.6% | +16,222.5% | +5,400.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling