+500.7%
ISRG vs DAL
+127.0%
+373.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.2% | -5.5% | -4.0% |
| 7D | +4.8% | +8.8% | -4.0% | +2.3% |
| 30D | +9.2% | +5.4% | +3.8% | +7.4% |
| 3M | +21.2% | -4.9% | +26.1% | +22.7% |
| 6M | +0.2% | +19.8% | -19.6% | -5.4% |
| YTD | -20.1% | +27.0% | -47.0% | -26.4% |
| 1Y | -17.3% | +52.5% | -69.8% | -28.1% |
| 3Y | +63.3% | +173.8% | -110.5% | +13.7% |
| 5Y | +24.1% | +104.5% | -80.5% | -8.3% |
| All | +500.7% | +127.0% | +373.7% | +344.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling