-25.5%
ISRG vs EAT
+39.9%
-65.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.2% | -4.2% |
| 7D | -5.2% | -4.9% | -0.3% | -4.8% |
| 30D | -7.6% | -1.2% | -6.4% | -7.6% |
| 3M | -16.4% | +52.2% | -68.6% | -18.5% |
| 6M | -28.6% | +65.0% | -93.6% | -30.4% |
| YTD | -38.2% | +55.0% | -93.2% | -39.6% |
| 1Y | -25.5% | +42.1% | -67.6% | -27.7% |
| All | -25.5% | +39.9% | -65.4% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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