+91.3%
ISRG vs RPRX
+66.6%
+24.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -1.0% | -0.9% |
| 7D | -1.6% | +5.1% | -6.7% | -3.1% |
| 30D | -2.3% | +11.2% | -13.5% | -5.5% |
| 3M | -12.4% | +16.7% | -29.2% | -16.6% |
| 6M | -26.8% | +36.0% | -62.8% | -33.6% |
| YTD | -35.3% | +67.8% | -103.1% | -45.0% |
| 1Y | -19.3% | +76.7% | -96.0% | -32.9% |
| 3Y | +18.1% | +128.1% | -110.0% | -10.6% |
| 5Y | +2.6% | +82.9% | -80.2% | -15.7% |
| All | +91.3% | +66.6% | +24.7% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 all: compounded portfolio wealth divided by compounded RPRX 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…
all analysis · Full analysis span regression · 6 months rolling