-21.9%
ISRG vs DOCN
+58.0%
-79.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.8% | -2.3% |
| 7D | +2.1% | -12.1% | +14.2% | +1.9% |
| 30D | +6.2% | -41.0% | +47.2% | +5.4% |
| 3M | +14.4% | -38.7% | +53.1% | +13.8% |
| 6M | 0.0% | -51.5% | +51.5% | -0.2% |
| YTD | -20.5% | +65.3% | -85.8% | -29.3% |
| 1Y | -21.9% | +53.9% | -75.8% | -30.0% |
| All | -21.9% | +58.0% | -79.9% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 1y: compounded portfolio wealth divided by compounded DOCN 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…
1y analysis · Full analysis span regression · 6 months rolling