-10.5%
ISRG vs DOV
+21.2%
-31.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.4% | +9.8% | +9.5% |
| 7D | +8.5% | +2.2% | +6.3% | +8.0% |
| 30D | +18.6% | +11.2% | +7.4% | +16.0% |
| 3M | +30.9% | +1.6% | +29.3% | +30.8% |
| 6M | +6.6% | -3.2% | +9.8% | +7.3% |
| YTD | -14.9% | +9.7% | -24.6% | -17.6% |
| 1Y | -10.5% | +20.5% | -31.1% | -17.9% |
| All | -10.5% | +21.2% | -31.7% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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