+32,406.9%
ISRG vs EEM
+747.2%
+31,659.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.8% |
| 7D | +2.1% | -0.9% | +3.0% | +2.6% |
| 30D | +6.2% | -9.3% | +15.5% | +12.8% |
| 3M | +14.4% | -7.1% | +21.5% | +19.1% |
| 6M | 0.0% | -10.4% | +10.4% | +4.9% |
| YTD | -20.5% | +11.3% | -31.8% | -28.3% |
| 1Y | -21.9% | +11.3% | -33.1% | -29.5% |
| 3Y | +62.2% | +69.6% | -7.4% | +10.0% |
| 5Y | +25.2% | +33.6% | -8.4% | -0.2% |
| 10Y | +537.3% | +114.1% | +423.2% | +277.2% |
| All | +32,406.9% | +747.2% | +31,659.7% | +9,208.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling