+26,387.2%
ISRG vs EEM
+860.9%
+25,526.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.7% | -2.0% |
| 7D | -1.6% | +2.3% | -3.9% | -3.1% |
| 30D | -2.3% | +4.5% | -6.8% | -5.2% |
| 3M | -12.4% | -0.1% | -12.4% | -13.6% |
| 6M | -26.8% | +16.9% | -43.8% | -35.5% |
| YTD | -35.3% | +26.2% | -61.5% | -45.9% |
| 1Y | -19.3% | +40.5% | -59.8% | -37.3% |
| 3Y | +18.1% | +86.2% | -68.0% | -24.1% |
| 5Y | +2.6% | +45.5% | -42.8% | -22.2% |
| 10Y | +379.4% | +128.6% | +250.8% | +172.5% |
| All | +26,387.2% | +860.9% | +25,526.2% | +6,925.0% |
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