+378.3%
ISRG vs GEN
+158.5%
+219.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | -0.2% |
| 7D | -1.6% | -1.2% | -0.4% | -1.3% |
| 30D | -2.3% | +10.1% | -12.4% | -5.2% |
| 3M | -12.4% | +16.1% | -28.5% | -16.4% |
| 6M | -26.8% | +38.9% | -65.7% | -34.3% |
| YTD | -35.3% | +14.4% | -49.7% | -38.5% |
| 1Y | -19.3% | +5.9% | -25.2% | -21.6% |
| 3Y | +18.1% | +58.8% | -40.7% | +0.4% |
| 5Y | +2.6% | +24.7% | -22.0% | -8.2% |
| All | +378.3% | +158.5% | +219.8% | +233.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling