+683.2%
ISRG vs FIVN
+254.6%
+428.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.6% | -2.2% |
| 7D | -6.1% | -17.4% | +11.3% | -2.9% |
| 30D | +4.2% | -20.4% | +24.6% | +8.4% |
| 3M | +9.6% | -9.6% | +19.3% | +10.6% |
| 6M | +1.9% | +34.7% | -32.8% | -6.0% |
| YTD | -22.3% | +40.6% | -62.9% | -30.3% |
| 1Y | -23.2% | +34.3% | -57.5% | -30.6% |
| 3Y | +58.5% | -55.5% | +114.0% | +70.7% |
| 5Y | +23.9% | -82.5% | +106.4% | +52.5% |
| 10Y | +536.7% | +93.2% | +443.5% | +453.4% |
| All | +683.2% | +254.6% | +428.6% | +535.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling