+23.9%
ISRG vs GEN
+31.4%
-7.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.2% |
| 7D | -6.1% | -3.0% | -3.1% | -5.3% |
| 30D | +4.2% | +24.7% | -20.5% | -2.6% |
| 3M | +9.6% | +4.1% | +5.5% | +7.5% |
| 6M | +1.9% | +36.0% | -34.2% | -8.8% |
| YTD | -22.3% | +10.9% | -33.2% | -26.0% |
| 1Y | -23.2% | +12.2% | -35.3% | -27.1% |
| 3Y | +58.5% | +63.3% | -4.8% | +30.6% |
| 5Y | +23.9% | +29.0% | -5.1% | +5.3% |
| All | +23.9% | +31.4% | -7.4% | +5.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling