+19.2%
ISRG vs DAL
+95.1%
-75.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.3% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -2.3% | -13.9% | +11.7% | +1.8% |
| 3M | -12.4% | +1.1% | -13.5% | -12.7% |
| 6M | -26.8% | +26.2% | -53.1% | -31.5% |
| YTD | -35.3% | +16.4% | -51.7% | -38.3% |
| 1Y | -19.3% | +33.9% | -53.2% | -26.5% |
| All | +19.2% | +95.1% | -75.9% | -10.0% |
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 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