+69.0%
ISRG vs RACE
+30.0%
+38.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -2.0% |
| 7D | +4.4% | +5.7% | -1.3% | +2.6% |
| 30D | +15.8% | +9.3% | +6.5% | +12.4% |
| 3M | +24.9% | +3.8% | +21.0% | +23.2% |
| 6M | +3.8% | +29.8% | -26.0% | -4.7% |
| YTD | -17.3% | +15.6% | -32.9% | -21.7% |
| 1Y | -14.6% | +5.1% | -19.7% | -16.7% |
| All | +69.0% | +30.0% | +38.9% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling