-10.5%
ISRG vs DOCS
-47.4%
+36.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.3% | +3.0% | +8.6% |
| 7D | +8.5% | +1.2% | +7.3% | +8.3% |
| 30D | +18.6% | +21.3% | -2.7% | +16.2% |
| 3M | +30.9% | +58.4% | -27.5% | +24.5% |
| 6M | +6.6% | +39.3% | -32.7% | +1.7% |
| YTD | -14.9% | -21.7% | +6.8% | -17.1% |
| 1Y | -10.5% | -47.3% | +36.8% | -13.3% |
| All | -10.5% | -47.4% | +36.9% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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