-3.0%
ISRG vs FIVN
-81.8%
+78.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.1% | +1.6% | -3.2% |
| 7D | -5.2% | -8.2% | +3.1% | -3.4% |
| 30D | -7.6% | -8.1% | +0.6% | -6.1% |
| 3M | -16.4% | +34.9% | -51.3% | -22.5% |
| 6M | -28.6% | +72.6% | -101.2% | -38.5% |
| YTD | -38.2% | +55.8% | -93.9% | -45.9% |
| 1Y | -25.5% | +17.1% | -42.6% | -30.6% |
| 3Y | +17.4% | -54.3% | +71.7% | +29.9% |
| 5Y | -3.0% | -81.6% | +78.6% | +27.7% |
| All | -3.0% | -81.8% | +78.9% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling