+69.0%
ISRG vs DAL
+162.4%
-93.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.3% | +1.5% | -1.6% |
| 7D | +4.4% | +4.6% | -0.2% | +3.2% |
| 30D | +15.8% | +2.3% | +13.4% | +14.9% |
| 3M | +24.9% | -8.1% | +33.0% | +27.6% |
| 6M | +3.8% | +21.4% | -17.6% | -1.8% |
| YTD | -17.3% | +24.3% | -41.6% | -22.7% |
| 1Y | -14.6% | +47.4% | -62.0% | -24.0% |
| All | +69.0% | +162.4% | -93.4% | +17.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling