-3.0%
ISRG vs DINO
+313.0%
-316.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -4.8% |
| 7D | -5.2% | +4.2% | -9.3% | -5.6% |
| 30D | -7.6% | +33.9% | -41.4% | -10.4% |
| 3M | -16.4% | +50.5% | -66.9% | -20.2% |
| 6M | -28.6% | +95.2% | -123.7% | -34.3% |
| YTD | -38.2% | +140.6% | -178.7% | -45.0% |
| 1Y | -25.5% | +119.0% | -144.5% | -32.9% |
| 3Y | +17.4% | +100.4% | -83.0% | +2.9% |
| 5Y | -3.0% | +324.6% | -327.6% | -20.8% |
| All | -3.0% | +313.0% | -316.0% | -20.8% |
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