-14.6%
ISRG vs DOCS
-49.5%
+34.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.3% | +1.5% | -2.3% |
| 7D | +4.4% | -1.3% | +5.7% | +4.6% |
| 30D | +15.8% | +19.4% | -3.6% | +13.7% |
| 3M | +24.9% | +53.4% | -28.5% | +19.2% |
| 6M | +3.8% | +28.8% | -25.0% | -0.2% |
| YTD | -17.3% | -25.1% | +7.8% | -18.9% |
| 1Y | -14.6% | -48.1% | +33.6% | -16.5% |
| All | -14.6% | -49.5% | +34.9% | -16.5% |
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