-25.5%
ISRG vs DOCU
-19.0%
-6.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.9% | +0.4% | -3.8% |
| 7D | -5.2% | +0.7% | -5.9% | -5.2% |
| 30D | -7.6% | +8.0% | -15.6% | -8.6% |
| 3M | -16.4% | +41.0% | -57.3% | -20.4% |
| 6M | -28.6% | +33.7% | -62.2% | -32.0% |
| YTD | -38.2% | -4.9% | -33.3% | -39.8% |
| 1Y | -25.5% | -20.4% | -5.1% | -28.1% |
| All | -25.5% | -19.0% | -6.5% | -28.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling