+26.5%
ISRG vs DINO
+253.3%
-226.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -0.9% | +1.5% |
| 7D | +5.4% | -10.7% | +16.1% | +6.3% |
| 30D | +8.6% | -17.8% | +26.4% | +10.4% |
| 3M | +21.6% | +23.3% | -1.7% | +18.2% |
| 6M | +2.3% | +39.6% | -37.2% | -2.2% |
| YTD | -18.7% | +121.6% | -140.2% | -27.6% |
| 1Y | -17.8% | +88.2% | -106.0% | -25.0% |
| 3Y | +69.1% | +114.4% | -45.3% | +45.7% |
| 5Y | +26.5% | +248.7% | -222.2% | +7.9% |
| All | +26.5% | +253.3% | -226.8% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling