+32,370.1%
ISRG vs EEM
+767.8%
+31,602.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -1.7% |
| 7D | -6.8% | +0.7% | -7.4% | -7.3% |
| 30D | +5.1% | -6.2% | +11.3% | +9.2% |
| 3M | +12.0% | -5.2% | +17.2% | +15.1% |
| 6M | +7.0% | -8.1% | +15.2% | +10.4% |
| YTD | -20.6% | +14.0% | -34.6% | -29.5% |
| 1Y | -21.4% | +13.8% | -35.3% | -30.2% |
| 3Y | +62.0% | +73.7% | -11.7% | +8.2% |
| 5Y | +28.1% | +34.6% | -6.4% | +1.7% |
| 10Y | +550.7% | +123.6% | +427.1% | +274.6% |
| All | +32,370.1% | +767.8% | +31,602.3% | +9,051.2% |
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