+1.9%
ISRG vs GM
+14.9%
-13.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +0.8% | -1.4% |
| 7D | -6.1% | -3.4% | -2.7% | -5.3% |
| 30D | +4.2% | +2.7% | +1.5% | +4.3% |
| 3M | +9.6% | -0.4% | +10.0% | +10.2% |
| 6M | +1.9% | +13.3% | -11.5% | +0.1% |
| All | +1.9% | +14.9% | -13.0% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 6mo: compounded portfolio wealth divided by compounded GM 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…
6mo analysis · Full analysis span regression · 6 months rolling