+17,983.8%
ISRG vs PAAS
+1,726.5%
+16,257.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.5% | -0.6% |
| 7D | -1.6% | -2.9% | +1.3% | -1.3% |
| 30D | -2.3% | +6.8% | -9.1% | -3.2% |
| 3M | -12.4% | -2.9% | -9.6% | -12.5% |
| 6M | -26.8% | -16.4% | -10.4% | -25.9% |
| YTD | -35.3% | 0.0% | -35.3% | -36.1% |
| 1Y | -19.3% | +54.3% | -73.6% | -24.7% |
| 3Y | +18.1% | +230.7% | -212.5% | -1.2% |
| 5Y | +2.6% | +111.6% | -109.0% | -11.1% |
| 10Y | +379.4% | +211.7% | +167.7% | +276.9% |
| All | +17,983.8% | +1,726.5% | +16,257.3% | +15,322.6% |
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 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