-24.4%
ISRG vs DOV
+8.9%
-33.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.2% |
| 7D | -5.0% | +1.3% | -6.3% | -5.3% |
| 30D | -10.2% | -8.6% | -1.6% | -8.5% |
| 3M | -17.2% | -13.1% | -4.1% | -14.9% |
| 6M | -28.4% | -8.8% | -19.6% | -27.5% |
| YTD | -37.6% | -1.2% | -36.4% | -37.5% |
| 1Y | -24.4% | +10.7% | -35.2% | -26.5% |
| All | -24.4% | +8.9% | -33.4% | -26.5% |
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