+28.4%
ISRG vs LIN
+68.3%
-39.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.4% |
| 7D | +4.4% | +3.6% | +0.8% | +2.0% |
| 30D | +15.8% | +6.4% | +9.4% | +11.1% |
| 3M | +24.9% | +6.5% | +18.4% | +19.7% |
| 6M | +3.8% | +4.9% | -1.1% | +0.2% |
| YTD | -17.3% | +23.4% | -40.7% | -29.5% |
| 1Y | -14.6% | +26.3% | -40.9% | -28.6% |
| 3Y | +68.2% | +38.0% | +30.2% | +29.2% |
| 5Y | +28.4% | +68.0% | -39.6% | -16.8% |
| All | +28.4% | +68.3% | -39.9% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling