+79.4%
ISRG vs OPEN
-71.4%
+150.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -4.3% |
| 7D | -5.2% | +1.0% | -6.2% | -5.2% |
| 30D | -7.6% | -11.9% | +4.3% | -6.7% |
| 3M | -16.4% | -28.8% | +12.4% | -14.3% |
| 6M | -28.6% | -38.6% | +10.0% | -26.3% |
| YTD | -38.2% | -47.3% | +9.2% | -35.7% |
| 1Y | -25.5% | -49.2% | +23.7% | -25.1% |
| 3Y | +17.4% | -18.8% | +36.2% | +0.9% |
| 5Y | -3.0% | -83.6% | +80.7% | -11.9% |
| All | +79.4% | -71.4% | +150.8% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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