+17,983.8%
ISRG vs LIN
+3,816.9%
+14,166.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.1% | -0.3% |
| 7D | -1.6% | -2.1% | +0.5% | -0.3% |
| 30D | -2.3% | -2.4% | +0.2% | -0.8% |
| 3M | -12.4% | -5.6% | -6.9% | -9.5% |
| 6M | -26.8% | -3.4% | -23.4% | -25.8% |
| YTD | -35.3% | +13.1% | -48.4% | -40.5% |
| 1Y | -19.3% | +2.5% | -21.8% | -21.5% |
| 3Y | +18.1% | +27.6% | -9.5% | -0.1% |
| 5Y | +2.6% | +63.0% | -60.4% | -25.1% |
| 10Y | +379.4% | +359.3% | +20.2% | +88.5% |
| All | +17,983.8% | +3,816.9% | +14,166.9% | +2,448.6% |
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