+23,005.1%
ISRG vs PWR
+743.3%
+22,261.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -12.3% | +9.5% | +0.2% |
| 7D | +4.4% | -19.9% | +24.3% | +9.5% |
| 30D | +15.8% | -29.3% | +45.0% | +24.6% |
| 3M | +24.9% | -25.5% | +50.3% | +32.2% |
| 6M | +3.8% | -34.0% | +37.8% | +11.8% |
| YTD | -17.3% | +20.7% | -38.0% | -24.3% |
| 1Y | -14.6% | +12.3% | -26.9% | -20.5% |
| 3Y | +68.2% | +201.9% | -133.7% | +19.2% |
| 5Y | +28.4% | +336.8% | -308.4% | -17.9% |
| 10Y | +528.0% | +1,748.9% | -1,220.8% | +177.0% |
| All | +23,005.1% | +743.3% | +22,261.8% | +8,980.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling