+370.1%
ISRG vs GIS
-19.2%
+389.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.2% |
| 7D | -5.0% | -8.6% | +3.6% | -3.4% |
| 30D | -10.2% | -0.5% | -9.7% | -10.2% |
| 3M | -17.2% | +11.9% | -29.1% | -18.9% |
| 6M | -28.4% | -11.6% | -16.8% | -27.1% |
| YTD | -37.6% | -16.3% | -21.3% | -36.0% |
| 1Y | -24.4% | -21.8% | -2.7% | -21.6% |
| 3Y | +18.4% | -35.7% | +54.1% | +25.7% |
| 5Y | -1.0% | -22.9% | +21.9% | -1.0% |
| 10Y | +370.1% | -16.8% | +386.9% | +364.0% |
| All | +370.1% | -19.2% | +389.3% | +364.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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