+69.0%
ISRG vs ROIV
+290.8%
-221.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.2% | +1.4% | -2.2% |
| 7D | +4.4% | -2.4% | +6.8% | +4.8% |
| 30D | +15.8% | +3.1% | +12.7% | +15.3% |
| 3M | +24.9% | +5.8% | +19.0% | +23.1% |
| 6M | +3.8% | +29.3% | -25.5% | -2.3% |
| YTD | -17.3% | +68.8% | -86.0% | -26.8% |
| 1Y | -14.6% | +81.0% | -95.6% | -25.9% |
| All | +69.0% | +290.8% | -221.8% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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