+546.2%
ISRG vs DECK
+937.4%
-391.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.0% | +3.4% | +7.8% |
| 7D | +8.5% | +10.4% | -1.8% | +5.8% |
| 30D | +18.6% | +11.1% | +7.5% | +15.2% |
| 3M | +30.9% | -10.8% | +41.7% | +34.7% |
| 6M | +6.6% | -8.7% | +15.3% | +8.8% |
| YTD | -14.9% | -14.0% | -0.8% | -12.7% |
| 1Y | -10.5% | +12.0% | -22.6% | -14.9% |
| 3Y | +73.1% | -10.5% | +83.6% | +63.4% |
| 5Y | +32.7% | +28.5% | +4.2% | +7.8% |
| 10Y | +546.2% | +923.3% | -377.0% | +281.8% |
| All | +546.2% | +937.4% | -391.1% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 10y: compounded portfolio wealth divided by compounded DECK 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…
10y analysis · Full analysis span regression · 6 months rolling