+69.1%
ISRG vs DINO
+110.8%
-41.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -0.9% | +1.6% |
| 7D | +5.4% | -10.7% | +16.1% | +5.9% |
| 30D | +8.6% | -17.8% | +26.4% | +9.7% |
| 3M | +21.6% | +23.3% | -1.7% | +18.6% |
| 6M | +2.3% | +39.6% | -37.2% | -1.6% |
| YTD | -18.7% | +121.6% | -140.2% | -27.6% |
| 1Y | -17.8% | +88.2% | -106.0% | -24.5% |
| 3Y | +69.1% | +114.4% | -45.3% | +37.6% |
| All | +69.1% | +110.8% | -41.8% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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