+23,005.1%
ISRG vs PAAS
+1,343.7%
+21,661.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.6% |
| 7D | +4.4% | -0.4% | +4.8% | +4.5% |
| 30D | +15.8% | -11.6% | +27.4% | +17.3% |
| 3M | +24.9% | -15.6% | +40.5% | +26.8% |
| 6M | +3.8% | -19.1% | +22.9% | +5.4% |
| YTD | -17.3% | -20.9% | +3.7% | -16.3% |
| 1Y | -14.6% | +21.3% | -35.9% | -18.0% |
| 3Y | +68.2% | +177.4% | -109.2% | +43.4% |
| 5Y | +28.4% | +71.3% | -43.0% | +13.7% |
| 10Y | +528.0% | +181.5% | +346.6% | +400.4% |
| All | +23,005.1% | +1,343.7% | +21,661.4% | +20,104.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling