+370.1%
ISRG vs DOV
+286.8%
+83.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.8% |
| 7D | -5.0% | +1.3% | -6.3% | -5.8% |
| 30D | -10.2% | -8.6% | -1.6% | -5.6% |
| 3M | -17.2% | -13.1% | -4.1% | -10.9% |
| 6M | -28.4% | -8.8% | -19.6% | -25.5% |
| YTD | -37.6% | -1.2% | -36.4% | -38.4% |
| 1Y | -24.4% | +10.7% | -35.2% | -30.6% |
| 3Y | +18.4% | +39.3% | -20.8% | -7.2% |
| 5Y | -1.0% | +16.4% | -17.4% | -14.8% |
| 10Y | +370.1% | +302.5% | +67.7% | +153.1% |
| All | +370.1% | +286.8% | +83.3% | +153.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling