-10.5%
ISRG vs RCAT
-59.1%
+48.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -10.3% | +19.7% | +9.4% |
| 7D | +8.5% | -18.5% | +27.1% | +8.6% |
| 30D | +18.6% | -37.0% | +55.6% | +19.0% |
| 3M | +30.9% | -54.9% | +85.8% | +31.9% |
| 6M | +6.6% | -63.6% | +70.2% | +7.4% |
| YTD | -14.9% | -49.6% | +34.7% | -15.7% |
| 1Y | -10.5% | -57.8% | +47.3% | -10.3% |
| All | -10.5% | -59.1% | +48.6% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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