-10.5%
ISRG vs DAL
+57.1%
-67.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +7.2% | +2.2% | +7.1% |
| 7D | +8.5% | +11.1% | -2.5% | +5.2% |
| 30D | +18.6% | +7.7% | +10.9% | +15.9% |
| 3M | +30.9% | -3.5% | +34.4% | +31.9% |
| 6M | +6.6% | +31.3% | -24.7% | -0.6% |
| YTD | -14.9% | +30.0% | -44.8% | -20.8% |
| 1Y | -10.5% | +62.1% | -72.6% | -21.3% |
| All | -10.5% | +57.1% | -67.7% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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