-21.9%
ISRG vs PWR
+28.2%
-50.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.4% |
| 7D | +2.1% | -11.2% | +13.3% | +1.4% |
| 30D | +6.2% | -17.4% | +23.5% | +5.5% |
| 3M | +14.4% | -11.7% | +26.1% | +13.7% |
| 6M | 0.0% | -21.7% | +21.7% | -0.7% |
| YTD | -20.5% | +38.3% | -58.8% | -26.3% |
| 1Y | -21.9% | +29.6% | -51.5% | -27.0% |
| All | -21.9% | +28.2% | -50.1% | -27.0% |
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