+537.3%
ISRG vs PAAS
+168.2%
+369.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.8% | +3.5% | -1.5% |
| 7D | +2.1% | +4.2% | -2.1% | +1.6% |
| 30D | +6.2% | -13.8% | +19.9% | +8.2% |
| 3M | +14.4% | -22.7% | +37.1% | +17.9% |
| 6M | 0.0% | -32.1% | +32.1% | +4.4% |
| YTD | -20.5% | -22.3% | +1.7% | -19.4% |
| 1Y | -21.9% | +7.7% | -29.6% | -24.6% |
| 3Y | +62.2% | +214.0% | -151.8% | +29.9% |
| 5Y | +25.2% | +63.2% | -38.0% | +7.2% |
| 10Y | +537.3% | +185.5% | +351.8% | +404.4% |
| All | +537.3% | +168.2% | +369.1% | +404.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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