+356.0%
ISRG vs RGEN
+406.9%
-50.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.6% | -5.1% | -4.7% |
| 7D | -5.2% | -0.9% | -4.3% | -5.0% |
| 30D | -7.6% | +2.8% | -10.4% | -8.4% |
| 3M | -16.4% | +34.5% | -50.8% | -23.4% |
| 6M | -28.6% | +40.5% | -69.0% | -35.9% |
| YTD | -38.2% | +2.8% | -41.0% | -39.7% |
| 1Y | -25.5% | +39.6% | -65.1% | -33.6% |
| 3Y | +17.4% | +4.4% | +13.0% | +7.1% |
| 5Y | -3.0% | -42.8% | +39.8% | -1.3% |
| 10Y | +356.0% | +406.7% | -50.7% | +176.8% |
| All | +356.0% | +406.9% | -50.9% | +176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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