+22,229.9%
ISRG vs DAR
+3,915.2%
+18,314.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.3% | -3.3% |
| 7D | +4.8% | -9.9% | +14.8% | +5.7% |
| 30D | +9.2% | -16.4% | +25.6% | +10.7% |
| 3M | +21.2% | -17.1% | +38.2% | +22.7% |
| 6M | +0.2% | -20.5% | +20.7% | +1.7% |
| YTD | -20.1% | +39.4% | -59.5% | -22.7% |
| 1Y | -17.3% | +57.2% | -74.6% | -21.0% |
| 3Y | +63.3% | +13.9% | +49.5% | +58.6% |
| 5Y | +24.1% | -40.8% | +64.9% | +26.0% |
| 10Y | +507.0% | +276.2% | +230.7% | +438.3% |
| All | +22,229.9% | +3,915.2% | +18,314.7% | +19,608.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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