+130.3%
ISRG vs OPEN
-87.3%
+217.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -0.5% |
| 7D | -6.8% | -31.1% | +24.3% | -4.1% |
| 30D | +5.1% | -34.7% | +39.8% | +8.5% |
| 3M | +12.0% | -61.9% | +73.9% | +20.5% |
| 6M | +7.0% | -71.9% | +78.9% | +17.3% |
| YTD | -20.6% | -76.6% | +56.0% | -12.3% |
| 1Y | -21.4% | -83.9% | +62.5% | -11.0% |
| 3Y | +62.0% | -34.4% | +96.4% | +38.8% |
| 5Y | +28.1% | -93.9% | +122.1% | +26.0% |
| All | +130.3% | -87.3% | +217.6% | +107.9% |
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