+536.3%
ISRG vs PAAS
+178.0%
+358.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.2% | +1.3% |
| 7D | +5.4% | +8.8% | -3.4% | +4.2% |
| 30D | +8.6% | -8.5% | +17.1% | +9.8% |
| 3M | +21.6% | -17.0% | +38.6% | +24.1% |
| 6M | +2.3% | -27.9% | +30.2% | +6.0% |
| YTD | -18.7% | -17.5% | -1.2% | -18.2% |
| 1Y | -17.8% | +22.8% | -40.6% | -22.1% |
| 3Y | +69.1% | +224.2% | -155.1% | +34.7% |
| 5Y | +26.5% | +73.6% | -47.2% | +7.3% |
| 10Y | +536.3% | +186.4% | +349.9% | +399.2% |
| All | +536.3% | +178.0% | +358.3% | +399.2% |
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