+17,983.8%
ISRG vs FISV
+537.6%
+17,446.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -1.1% |
| 7D | -1.6% | -0.3% | -1.2% | -1.5% |
| 30D | -2.3% | -2.1% | -0.2% | -1.6% |
| 3M | -12.4% | -5.7% | -6.7% | -10.9% |
| 6M | -26.8% | -15.3% | -11.5% | -22.6% |
| YTD | -35.3% | -21.1% | -14.2% | -29.6% |
| 1Y | -19.3% | -61.1% | +41.8% | +10.6% |
| 3Y | +18.1% | -56.8% | +75.0% | +47.4% |
| 5Y | +2.6% | -54.2% | +56.8% | +22.9% |
| 10Y | +379.4% | +1.6% | +377.8% | +299.8% |
| All | +17,983.8% | +537.6% | +17,446.2% | +7,486.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling