+500.7%
ISRG vs RACE
+740.1%
-239.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -2.6% |
| 7D | +4.8% | +5.1% | -0.3% | +2.3% |
| 30D | +9.2% | +7.7% | +1.5% | +5.3% |
| 3M | +21.2% | +2.2% | +19.0% | +19.7% |
| 6M | +0.2% | +23.8% | -23.5% | -10.5% |
| YTD | -20.1% | +13.9% | -34.0% | -26.4% |
| 1Y | -17.3% | +3.8% | -21.1% | -20.2% |
| 3Y | +63.3% | +28.0% | +35.3% | +32.1% |
| 5Y | +24.1% | +64.9% | -40.9% | -15.3% |
| All | +500.7% | +740.1% | -239.4% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling