+539.2%
ISRG vs DAL
+108.0%
+431.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.9% |
| 7D | -2.0% | -1.1% | -0.9% | -1.8% |
| 30D | +5.6% | +12.8% | -7.3% | +1.7% |
| 3M | +10.5% | -5.3% | +15.8% | +12.1% |
| 6M | +2.6% | +22.4% | -19.7% | -3.9% |
| YTD | -21.7% | +25.6% | -47.3% | -27.7% |
| 1Y | -21.6% | +45.5% | -67.1% | -30.9% |
| 3Y | +57.0% | +161.0% | -103.9% | +10.7% |
| 5Y | +25.0% | +112.2% | -87.3% | -8.7% |
| All | +539.2% | +108.0% | +431.1% | +365.0% |
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