+23.9%
ISRG vs OPEN
-94.5%
+118.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.5% | +7.4% | -1.3% |
| 7D | -6.1% | -31.0% | +24.9% | -3.3% |
| 30D | +4.2% | -41.5% | +45.7% | +8.7% |
| 3M | +9.6% | -64.6% | +74.2% | +18.9% |
| 6M | +1.9% | -73.8% | +75.6% | +12.6% |
| YTD | -22.3% | -78.8% | +56.5% | -13.2% |
| 1Y | -23.2% | -86.8% | +63.7% | -11.1% |
| 3Y | +58.5% | -40.6% | +99.1% | +34.2% |
| 5Y | +23.9% | -94.7% | +118.6% | +55.7% |
| All | +23.9% | -94.5% | +118.4% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling