+73.9%
ISRG vs DECK
-11.0%
+84.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.0% | +3.4% | +8.1% |
| 7D | +8.5% | +10.4% | -1.8% | +6.4% |
| 30D | +18.6% | +11.1% | +7.5% | +16.0% |
| 3M | +30.9% | -10.8% | +41.7% | +33.7% |
| 6M | +6.6% | -8.7% | +15.3% | +8.4% |
| YTD | -14.9% | -14.0% | -0.8% | -13.0% |
| 1Y | -10.5% | +12.0% | -22.6% | -13.6% |
| All | +73.9% | -11.0% | +84.9% | +85.8% |
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 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