-25.5%
ISRG vs DOW
+27.5%
-53.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -5.0% | -4.5% |
| 7D | -5.2% | -2.9% | -2.2% | -5.3% |
| 30D | -7.6% | +2.0% | -9.5% | -7.5% |
| 3M | -16.4% | -12.5% | -3.8% | -16.5% |
| 6M | -28.6% | -9.2% | -19.4% | -29.9% |
| YTD | -38.2% | +30.8% | -68.9% | -42.9% |
| 1Y | -25.5% | +29.4% | -54.9% | -31.3% |
| All | -25.5% | +27.5% | -53.0% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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