+17,983.8%
ISRG vs PWR
+934.4%
+17,049.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | -1.6% | +3.6% | -5.2% | -2.5% |
| 30D | -2.3% | -8.6% | +6.3% | -0.3% |
| 3M | -12.4% | -13.2% | +0.7% | -10.4% |
| 6M | -26.8% | +9.9% | -36.7% | -30.1% |
| YTD | -35.3% | +48.0% | -83.3% | -42.9% |
| 1Y | -19.3% | +66.2% | -85.5% | -31.4% |
| 3Y | +18.1% | +195.1% | -177.0% | -14.8% |
| 5Y | +2.6% | +442.6% | -439.9% | -37.0% |
| 10Y | +379.4% | +2,334.2% | -1,954.8% | +100.5% |
| All | +17,983.8% | +934.4% | +17,049.4% | +6,749.0% |
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