-19.0%
ISRG vs FISV
-61.2%
+42.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.4% | -3.0% | +1.6% |
| 7D | +0.7% | -2.7% | +3.3% | +1.0% |
| 30D | -8.0% | 0.0% | -8.0% | -8.0% |
| 3M | -10.6% | -2.8% | -7.8% | -10.5% |
| 6M | -25.1% | -11.8% | -13.3% | -24.3% |
| YTD | -34.8% | -23.2% | -11.6% | -33.5% |
| 1Y | -19.0% | -62.0% | +43.0% | -13.3% |
| All | -19.0% | -61.2% | +42.2% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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