+536.3%
ISRG vs RCAT
-99.6%
+635.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.4% | -9.7% | +1.6% |
| 7D | +5.4% | +1.1% | +4.3% | +5.4% |
| 30D | +8.6% | -22.0% | +30.6% | +8.8% |
| 3M | +21.6% | -51.1% | +72.7% | +22.0% |
| 6M | +2.3% | -56.6% | +58.9% | +2.7% |
| YTD | -18.7% | -43.3% | +24.6% | -18.6% |
| 1Y | -17.8% | -51.5% | +33.8% | -17.7% |
| 3Y | +69.1% | +411.4% | -342.3% | +66.3% |
| 5Y | +26.5% | +74.4% | -47.9% | +24.7% |
| 10Y | +536.3% | -99.6% | +635.9% | +522.5% |
| All | +536.3% | -99.6% | +635.9% | +522.5% |
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