-17.3%
ISRG vs RACE
+3.3%
-20.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -2.8% |
| 7D | +4.8% | +5.1% | -0.3% | +3.2% |
| 30D | +9.2% | +7.7% | +1.5% | +6.7% |
| 3M | +21.2% | +2.2% | +19.0% | +20.2% |
| 6M | +0.2% | +23.8% | -23.5% | -5.8% |
| YTD | -20.1% | +13.9% | -34.0% | -24.2% |
| 1Y | -17.3% | +3.8% | -21.1% | -20.3% |
| All | -17.3% | +3.3% | -20.6% | -20.3% |
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