+17.4%
ISRG vs RVMD
+545.7%
-528.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.4% |
| 7D | -5.2% | -1.2% | -4.0% | -5.1% |
| 30D | -7.6% | +1.1% | -8.6% | -7.7% |
| 3M | -16.4% | +39.6% | -56.0% | -19.4% |
| 6M | -28.6% | +110.7% | -139.3% | -35.0% |
| YTD | -38.2% | +160.3% | -198.5% | -45.9% |
| 1Y | -25.5% | +404.9% | -430.4% | -41.1% |
| 3Y | +17.4% | +545.5% | -528.0% | -12.8% |
| All | +17.4% | +545.7% | -528.2% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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