+20,526.9%
ISRG vs GPN
+2,611.5%
+17,915.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.2% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | -2.3% | +5.8% | -8.0% | -4.6% |
| 3M | -12.4% | +37.0% | -49.4% | -22.9% |
| 6M | -26.8% | +20.1% | -47.0% | -32.7% |
| YTD | -35.3% | +20.4% | -55.7% | -41.1% |
| 1Y | -19.3% | +7.4% | -26.7% | -23.6% |
| 3Y | +18.1% | -26.1% | +44.3% | +25.2% |
| 5Y | +2.6% | -38.5% | +41.2% | +13.6% |
| 10Y | +379.4% | +28.4% | +351.0% | +301.4% |
| All | +20,526.9% | +2,611.5% | +17,915.3% | +9,265.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 all: compounded portfolio wealth divided by compounded GPN 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…
all analysis · Full analysis span regression · 6 months rolling