-3.0%
ISRG vs EBAY
+52.6%
-55.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.7% | -4.9% |
| 7D | -5.2% | -0.4% | -4.8% | -5.1% |
| 30D | -7.6% | -6.3% | -1.2% | -5.9% |
| 3M | -16.4% | -3.3% | -13.1% | -15.9% |
| 6M | -28.6% | +13.5% | -42.0% | -32.1% |
| YTD | -38.2% | +21.2% | -59.4% | -42.8% |
| 1Y | -25.5% | +13.9% | -39.4% | -30.2% |
| 3Y | +17.4% | +153.1% | -135.7% | -25.0% |
| 5Y | -3.0% | +54.5% | -57.4% | -30.2% |
| All | -3.0% | +52.6% | -55.6% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 5y: compounded portfolio wealth divided by compounded EBAY 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…
5y analysis · Full analysis span regression · 6 months rolling