-10.5%
ISRG vs FND
-10.3%
-0.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +10.9% | -1.5% | +7.1% |
| 7D | +8.5% | +12.3% | -3.8% | +6.0% |
| 30D | +18.6% | +14.7% | +3.9% | +15.3% |
| 3M | +30.9% | -12.0% | +42.9% | +32.5% |
| 6M | +6.6% | +10.8% | -4.2% | +3.6% |
| YTD | -14.9% | -12.3% | -2.6% | -16.3% |
| 1Y | -10.5% | -13.4% | +2.9% | -11.9% |
| All | -10.5% | -10.3% | -0.3% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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