+26.5%
ISRG vs DAL
+114.7%
-88.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.6% | 0.0% |
| 7D | +5.4% | +10.0% | -4.6% | +2.2% |
| 30D | +8.6% | +12.0% | -3.4% | +4.5% |
| 3M | +21.6% | +0.8% | +20.8% | +20.9% |
| 6M | +2.3% | +26.2% | -23.9% | -5.5% |
| YTD | -18.7% | +33.7% | -52.4% | -26.9% |
| 1Y | -17.8% | +57.6% | -75.3% | -30.2% |
| 3Y | +69.1% | +183.5% | -114.4% | +8.6% |
| 5Y | +26.5% | +114.2% | -87.7% | -13.6% |
| All | +26.5% | +114.7% | -88.2% | -13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling