+69.0%
ISRG vs DECK
-12.4%
+81.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.5% |
| 7D | +4.4% | +6.0% | -1.6% | +3.2% |
| 30D | +15.8% | +7.4% | +8.3% | +14.0% |
| 3M | +24.9% | -11.7% | +36.5% | +27.9% |
| 6M | +3.8% | -11.0% | +14.8% | +6.1% |
| YTD | -17.3% | -15.4% | -1.9% | -15.2% |
| 1Y | -14.6% | +7.2% | -21.8% | -16.7% |
| All | +69.0% | -12.4% | +81.3% | +81.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling