+23.9%
ISRG vs PAAS
+71.7%
-47.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.5% | -4.8% | -3.6% |
| 7D | +4.8% | +8.4% | -3.6% | +3.5% |
| 30D | +9.2% | -7.2% | +16.4% | +10.4% |
| 3M | +21.2% | -14.0% | +35.2% | +23.3% |
| 6M | +0.2% | -26.8% | +27.0% | +4.2% |
| YTD | -20.1% | -19.8% | -0.3% | -19.3% |
| 1Y | -17.3% | +22.8% | -40.2% | -23.4% |
| 3Y | +63.3% | +183.6% | -120.3% | +20.3% |
| All | +23.9% | +71.7% | -47.8% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling