+203.9%
ISRG vs DOCU
+104.2%
+99.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -3.0% |
| 7D | +4.8% | -5.5% | +10.4% | +6.2% |
| 30D | +9.2% | +12.6% | -3.4% | +6.3% |
| 3M | +21.2% | +36.4% | -15.2% | +12.4% |
| 6M | +0.2% | +66.8% | -66.6% | -11.7% |
| YTD | -20.1% | +13.5% | -33.5% | -23.8% |
| 1Y | -17.3% | +11.3% | -28.6% | -21.1% |
| 3Y | +63.3% | +92.1% | -28.7% | +31.3% |
| 5Y | +24.1% | -71.0% | +95.1% | +35.4% |
| All | +203.9% | +104.2% | +99.6% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling