+3,013.1%
ISRG vs DAL
+359.0%
+2,654.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.3% | +1.5% | -1.8% |
| 7D | +4.4% | +4.6% | -0.2% | +3.4% |
| 30D | +15.8% | +2.3% | +13.4% | +15.1% |
| 3M | +24.9% | -8.1% | +33.0% | +27.2% |
| 6M | +3.8% | +21.4% | -17.6% | -1.3% |
| YTD | -17.3% | +24.3% | -41.6% | -22.2% |
| 1Y | -14.6% | +47.4% | -62.0% | -23.1% |
| 3Y | +68.2% | +164.6% | -96.4% | +27.7% |
| 5Y | +28.4% | +100.2% | -71.9% | +2.2% |
| 10Y | +528.0% | +124.9% | +403.1% | +353.2% |
| All | +3,013.1% | +359.0% | +2,654.1% | +1,329.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling