+23,674.8%
ISRG vs LIN
+4,203.8%
+19,471.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.6% | +6.8% | +7.8% |
| 7D | +8.5% | +3.3% | +5.3% | +6.5% |
| 30D | +18.6% | +8.8% | +9.8% | +12.7% |
| 3M | +30.9% | +8.6% | +22.3% | +24.4% |
| 6M | +6.6% | +7.0% | -0.4% | +1.9% |
| YTD | -14.9% | +24.3% | -39.2% | -26.2% |
| 1Y | -10.5% | +27.3% | -37.8% | -23.7% |
| 3Y | +73.1% | +38.9% | +34.2% | +39.1% |
| 5Y | +32.7% | +69.4% | -36.7% | -5.5% |
| 10Y | +546.2% | +440.7% | +105.5% | +130.8% |
| All | +23,674.8% | +4,203.8% | +19,471.0% | +3,063.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling