+17,739.5%
ISRG vs OVV
+162.8%
+17,576.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.5% |
| 7D | -1.6% | +0.3% | -1.8% | -1.6% |
| 30D | -2.3% | +11.7% | -14.0% | -4.3% |
| 3M | -12.4% | +9.8% | -22.2% | -14.4% |
| 6M | -26.8% | +26.6% | -53.4% | -30.7% |
| YTD | -35.3% | +67.0% | -102.3% | -42.0% |
| 1Y | -19.3% | +55.9% | -75.2% | -27.0% |
| 3Y | +18.1% | +45.5% | -27.4% | +6.1% |
| 5Y | +2.6% | +157.3% | -154.7% | -20.5% |
| 10Y | +379.4% | +65.0% | +314.4% | +211.8% |
| All | +17,739.5% | +162.8% | +17,576.7% | +7,256.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling