+356.0%
ISRG vs DRI
+350.3%
+5.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.8% | -2.7% | -3.9% |
| 7D | -5.2% | -1.2% | -3.9% | -4.8% |
| 30D | -7.6% | -0.4% | -7.2% | -7.5% |
| 3M | -16.4% | +9.5% | -25.9% | -18.9% |
| 6M | -28.6% | +6.5% | -35.0% | -30.2% |
| YTD | -38.2% | +18.4% | -56.6% | -41.9% |
| 1Y | -25.5% | +4.2% | -29.7% | -27.3% |
| 3Y | +17.4% | +57.1% | -39.7% | -1.6% |
| 5Y | -3.0% | +70.4% | -73.4% | -21.5% |
| 10Y | +356.0% | +354.0% | +1.9% | +207.4% |
| All | +356.0% | +350.3% | +5.7% | +207.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling