-20.1%
ISRG vs OVV
+58.4%
-78.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.4% | -10.7% | +16.2% | +3.0% |
| 30D | +8.6% | -5.3% | +13.9% | +7.5% |
| 3M | +21.6% | +2.4% | +19.2% | +22.4% |
| 6M | +2.3% | +5.7% | -3.3% | +4.0% |
| YTD | -18.7% | +56.8% | -75.4% | -14.4% |
| All | -20.1% | +58.4% | -78.5% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 1y: compounded portfolio wealth divided by compounded OVV 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…
1y analysis · Full analysis span regression · 6 months rolling