+500.7%
ISRG vs LIN
+424.3%
+76.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.2% | -2.6% |
| 7D | +4.8% | +0.2% | +4.6% | +4.8% |
| 30D | +9.2% | +6.5% | +2.8% | +4.7% |
| 3M | +21.2% | +5.5% | +15.7% | +16.7% |
| 6M | +0.2% | +3.3% | -3.1% | -2.5% |
| YTD | -20.1% | +22.0% | -42.1% | -31.3% |
| 1Y | -17.3% | +25.7% | -43.1% | -30.7% |
| 3Y | +63.3% | +36.2% | +27.1% | +27.8% |
| 5Y | +24.1% | +66.1% | -42.0% | -16.4% |
| All | +500.7% | +424.3% | +76.4% | +108.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling