-21.4%
ISRG vs DAL
+57.9%
-79.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.2% |
| 7D | -6.8% | +2.3% | -9.1% | -7.5% |
| 30D | +5.1% | +14.3% | -9.2% | +0.9% |
| 3M | +12.0% | +1.3% | +10.7% | +11.2% |
| 6M | +7.0% | +29.3% | -22.3% | -0.1% |
| YTD | -20.6% | +33.0% | -53.6% | -26.6% |
| 1Y | -21.4% | +59.8% | -81.3% | -30.6% |
| All | -21.4% | +57.9% | -79.3% | -30.6% |
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