+136.0%
ISRG vs OPEN
-86.9%
+222.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.7% |
| 7D | +5.4% | -21.7% | +27.1% | +7.4% |
| 30D | +8.6% | -36.5% | +45.1% | +12.3% |
| 3M | +21.6% | -59.5% | +81.1% | +30.1% |
| 6M | +2.3% | -71.9% | +74.2% | +12.2% |
| YTD | -18.7% | -75.8% | +57.1% | -10.4% |
| 1Y | -17.8% | -78.5% | +60.7% | -9.1% |
| 3Y | +69.1% | -30.2% | +99.3% | +44.0% |
| 5Y | +26.5% | -93.3% | +119.8% | +23.3% |
| All | +136.0% | -86.9% | +222.9% | +112.4% |
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