-10.5%
ISRG vs GEN
+20.2%
-30.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.0% | +5.4% | +8.6% |
| 7D | +8.5% | +26.9% | -18.3% | +3.8% |
| 30D | +18.6% | +38.6% | -20.0% | +11.5% |
| 3M | +30.9% | +9.7% | +21.2% | +29.0% |
| 6M | +6.6% | +58.9% | -52.3% | -4.8% |
| YTD | -14.9% | +15.3% | -30.2% | -16.3% |
| 1Y | -10.5% | +21.8% | -32.3% | -13.3% |
| All | -10.5% | +20.2% | -30.7% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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