-24.4%
ISRG vs GIS
-21.4%
-3.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.2% |
| 7D | -5.0% | -8.6% | +3.6% | -3.5% |
| 30D | -10.2% | -0.5% | -9.7% | -10.1% |
| 3M | -17.2% | +11.9% | -29.1% | -17.7% |
| 6M | -28.4% | -11.6% | -16.8% | -29.6% |
| YTD | -37.6% | -16.3% | -21.3% | -38.5% |
| 1Y | -24.4% | -21.8% | -2.7% | -24.7% |
| All | -24.4% | -21.4% | -3.0% | -24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling