-19.3%
ISRG vs CRCL
-13.3%
-6.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.8% |
| 7D | -1.6% | +17.1% | -18.7% | -2.4% |
| 30D | -2.3% | +61.3% | -63.5% | -4.9% |
| 3M | -12.4% | +12.7% | -25.2% | -13.6% |
| 6M | -26.8% | -3.1% | -23.8% | -28.1% |
| YTD | -35.3% | +28.7% | -63.9% | -38.2% |
| 1Y | -19.3% | -13.1% | -6.2% | -21.8% |
| All | -19.3% | -13.3% | -6.1% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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