-19.3%
ISRG vs PL
+176.6%
-196.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.4% | -0.8% |
| 7D | -1.6% | -9.3% | +7.7% | -1.6% |
| 30D | -2.3% | -18.9% | +16.7% | -2.3% |
| 3M | -12.4% | -58.4% | +45.9% | -12.4% |
| 6M | -26.8% | -30.3% | +3.5% | -27.4% |
| YTD | -35.3% | -8.1% | -27.1% | -36.0% |
| 1Y | -19.3% | +180.5% | -199.8% | -22.5% |
| All | -19.3% | +176.6% | -196.0% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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