+533.8%
ISRG vs RCAT
-99.8%
+633.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.3% | +6.1% | -2.1% |
| 7D | -6.1% | +15.6% | -21.7% | -6.2% |
| 30D | +4.2% | -24.1% | +28.3% | +4.4% |
| 3M | +9.6% | -61.9% | +71.5% | +10.2% |
| 6M | +1.9% | -64.3% | +66.2% | +2.3% |
| YTD | -22.3% | -50.4% | +28.0% | -22.2% |
| 1Y | -23.2% | -54.0% | +30.9% | -23.1% |
| 3Y | +58.5% | +347.2% | -288.6% | +56.0% |
| 5Y | +23.9% | +45.7% | -21.8% | +22.2% |
| All | +533.8% | -99.8% | +633.7% | +498.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling