-25.5%
ISRG vs PWR
+69.6%
-95.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.9% | -4.4% |
| 7D | -5.2% | +4.5% | -9.7% | -5.0% |
| 30D | -7.6% | -4.9% | -2.7% | -7.7% |
| 3M | -16.4% | -7.9% | -8.5% | -16.6% |
| 6M | -28.6% | +18.3% | -46.9% | -29.7% |
| YTD | -38.2% | +51.5% | -89.7% | -38.5% |
| 1Y | -25.5% | +70.3% | -95.8% | -23.5% |
| All | -25.5% | +69.6% | -95.1% | -23.5% |
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