+21,593.2%
ISRG vs FISV
+639.8%
+20,953.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.8% | +1.6% | -0.5% |
| 7D | -6.1% | -2.0% | -4.1% | -5.3% |
| 30D | +4.2% | +31.8% | -27.6% | -7.9% |
| 3M | +9.6% | +19.3% | -9.7% | +0.7% |
| 6M | +1.9% | +12.1% | -10.2% | -4.8% |
| YTD | -22.3% | -8.4% | -13.9% | -21.3% |
| 1Y | -23.2% | -4.5% | -18.7% | -23.7% |
| 3Y | +58.5% | -49.4% | +107.9% | +83.2% |
| 5Y | +23.9% | -39.0% | +62.9% | +30.2% |
| 10Y | +536.7% | +22.3% | +514.4% | +387.0% |
| All | +21,593.2% | +639.8% | +20,953.4% | +8,376.1% |
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