-23.2%
ISRG vs RACE
-4.6%
-18.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.5% | +0.3% | -1.2% |
| 7D | -6.1% | -4.0% | -2.1% | -4.6% |
| 30D | +4.2% | +3.5% | +0.7% | +3.3% |
| 3M | +9.6% | -0.4% | +10.0% | +9.9% |
| 6M | +1.9% | +23.2% | -21.3% | -3.9% |
| YTD | -22.3% | +11.0% | -33.3% | -25.7% |
| 1Y | -23.2% | -2.2% | -20.9% | -25.1% |
| All | -23.2% | -4.6% | -18.5% | -25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling