-17.3%
ISRG vs PAAS
+21.8%
-39.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.8% | -3.5% |
| 7D | +4.8% | +8.4% | -3.6% | +4.0% |
| 30D | +9.2% | -7.2% | +16.4% | +9.7% |
| 3M | +21.2% | -14.0% | +35.2% | +21.9% |
| 6M | +0.2% | -26.8% | +27.0% | +2.1% |
| YTD | -20.1% | -19.8% | -0.3% | -20.0% |
| 1Y | -17.3% | +22.8% | -40.2% | -22.8% |
| All | -17.3% | +21.8% | -39.2% | -22.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling