+87.9%
ISRG vs OPEN
-70.7%
+158.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.5% | -0.9% |
| 7D | -1.6% | -4.3% | +2.7% | -1.2% |
| 30D | -2.3% | -16.2% | +14.0% | -0.9% |
| 3M | -12.4% | -36.4% | +23.9% | -9.6% |
| 6M | -26.8% | -35.5% | +8.6% | -24.9% |
| YTD | -35.3% | -46.0% | +10.7% | -32.9% |
| 1Y | -19.3% | -47.1% | +27.8% | -19.3% |
| 3Y | +18.1% | -19.0% | +37.2% | +1.7% |
| 5Y | +2.6% | -83.6% | +86.2% | -6.8% |
| All | +87.9% | -70.7% | +158.6% | +59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling