-10.5%
ISRG vs PWR
+31.4%
-42.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -11.7% | +21.0% | +8.5% |
| 7D | +8.5% | -4.4% | +12.9% | +7.9% |
| 30D | +18.6% | -15.1% | +33.7% | +17.8% |
| 3M | +30.9% | -16.2% | +47.2% | +30.0% |
| 6M | +6.6% | -23.3% | +29.9% | +6.1% |
| YTD | -14.9% | +37.6% | -52.5% | -21.9% |
| 1Y | -10.5% | +32.4% | -42.9% | -17.8% |
| All | -10.5% | +31.4% | -42.0% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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