-10.5%
ISRG vs CDW
+13.2%
-23.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +12.7% | -3.3% | +7.9% |
| 7D | +8.5% | +3.7% | +4.8% | +7.7% |
| 30D | +18.6% | +26.0% | -7.4% | +16.5% |
| 3M | +30.9% | +10.1% | +20.8% | +29.3% |
| 6M | +6.6% | +26.1% | -19.5% | +4.2% |
| YTD | -14.9% | +25.9% | -40.7% | -16.3% |
| 1Y | -10.5% | +21.5% | -32.1% | -11.5% |
| All | -10.5% | +13.2% | -23.7% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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