-10.5%
ISRG vs LIN
+27.8%
-38.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +8.8% |
| 7D | +8.5% | +3.3% | +5.3% | +7.8% |
| 30D | +18.6% | +8.8% | +9.8% | +16.7% |
| 3M | +30.9% | +8.6% | +22.3% | +28.9% |
| 6M | +6.6% | +7.0% | -0.4% | +6.5% |
| YTD | -14.9% | +24.3% | -39.2% | -16.2% |
| 1Y | -10.5% | +27.3% | -37.8% | -9.5% |
| All | -10.5% | +27.8% | -38.3% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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