-10.5%
ISRG vs CRCL
-33.1%
+22.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.2% | +8.2% | +9.3% |
| 7D | +8.5% | -6.8% | +15.4% | +9.0% |
| 30D | +18.6% | -8.6% | +27.2% | +19.0% |
| 3M | +30.9% | +20.3% | +10.6% | +28.9% |
| 6M | +6.6% | -36.3% | +42.9% | +7.6% |
| YTD | -14.9% | -4.0% | -10.9% | -18.7% |
| 1Y | -10.5% | -31.6% | +21.1% | -13.8% |
| All | -10.5% | -33.1% | +22.6% | -13.8% |
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