+0.2%
ISRG vs EAT
+39.5%
-39.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.9% | -0.5% | -3.1% |
| 7D | +4.8% | -2.6% | +7.5% | +5.0% |
| 30D | +9.2% | +11.5% | -2.2% | +9.2% |
| 3M | +21.2% | -9.1% | +30.3% | +22.3% |
| 6M | +0.2% | +40.4% | -40.2% | +2.4% |
| All | +0.2% | +39.5% | -39.2% | +2.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling