-10.5%
ISRG vs FIVN
+55.4%
-65.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.6% | +7.8% | +9.2% |
| 7D | +8.5% | -3.4% | +11.9% | +9.0% |
| 30D | +18.6% | +5.8% | +12.8% | +17.8% |
| 3M | +30.9% | +22.0% | +8.9% | +27.3% |
| 6M | +6.6% | +55.7% | -49.2% | +0.5% |
| YTD | -14.9% | +81.3% | -96.2% | -21.8% |
| 1Y | -10.5% | +58.0% | -68.5% | -17.1% |
| All | -10.5% | +55.4% | -65.9% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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