+2.0%
ISRG vs DAL
+106.7%
-104.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.4% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -2.3% | -13.9% | +11.7% | +2.4% |
| 3M | -12.4% | +1.1% | -13.5% | -12.8% |
| 6M | -26.8% | +26.2% | -53.1% | -32.4% |
| YTD | -35.3% | +16.4% | -51.7% | -38.9% |
| 1Y | -19.3% | +33.9% | -53.2% | -27.8% |
| 3Y | +18.1% | +93.4% | -75.2% | -11.8% |
| All | +2.0% | +106.7% | -104.7% | -29.0% |
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 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