-24.4%
ISRG vs EEM
+36.6%
-61.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -5.0% | +2.0% | -7.0% | -5.4% |
| 30D | -10.2% | +5.1% | -15.3% | -11.2% |
| 3M | -17.2% | +4.6% | -21.8% | -18.5% |
| 6M | -28.4% | +17.8% | -46.2% | -34.0% |
| YTD | -37.6% | +25.8% | -63.4% | -44.7% |
| 1Y | -24.4% | +36.4% | -60.8% | -34.5% |
| All | -24.4% | +36.6% | -61.1% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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