-10.5%
ISRG vs Q
+19.7%
-30.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.1% | +9.5% | +9.4% |
| 7D | +8.5% | -3.3% | +11.8% | +8.6% |
| 30D | +18.6% | -9.7% | +28.3% | +19.0% |
| 3M | +30.9% | -16.1% | +47.0% | +31.8% |
| 6M | +6.6% | -15.7% | +22.3% | +5.4% |
| YTD | -14.9% | +45.7% | -60.6% | -23.1% |
| 1Y | -10.5% | +18.0% | -28.5% | -15.1% |
| All | -10.5% | +19.7% | -30.2% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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