+17.4%
ISRG vs INDA
+10.1%
+7.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -3.3% |
| 7D | -5.2% | -1.0% | -4.2% | -4.4% |
| 30D | -7.6% | -2.5% | -5.0% | -5.8% |
| 3M | -16.4% | +4.0% | -20.3% | -18.6% |
| 6M | -28.6% | -1.8% | -26.8% | -27.6% |
| YTD | -38.2% | -9.2% | -29.0% | -33.8% |
| 1Y | -25.5% | -7.2% | -18.3% | -21.5% |
| 3Y | +17.4% | +9.8% | +7.6% | -3.0% |
| All | +17.4% | +10.1% | +7.3% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling