+63.3%
ISRG vs RMD
+57.4%
+5.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.7% |
| 7D | +4.8% | +2.3% | +2.5% | +4.0% |
| 30D | +9.2% | +4.1% | +5.1% | +7.7% |
| 3M | +21.2% | +5.7% | +15.5% | +18.7% |
| 6M | +0.2% | +12.9% | -12.7% | -4.2% |
| YTD | -20.1% | -1.5% | -18.5% | -20.7% |
| 1Y | -17.3% | -4.8% | -12.6% | -17.2% |
| 3Y | +63.3% | +57.5% | +5.8% | +45.5% |
| All | +63.3% | +57.4% | +5.9% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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