+374.7%
ISRG vs SIRI
-11.0%
+385.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.9% | +1.7% |
| 7D | -2.5% | -3.0% | +0.5% | -1.8% |
| 30D | -10.2% | +1.3% | -11.5% | -10.5% |
| 3M | -12.5% | +5.6% | -18.1% | -13.7% |
| 6M | -25.8% | +35.2% | -61.0% | -31.4% |
| YTD | -36.4% | +49.1% | -85.4% | -42.8% |
| 1Y | -19.9% | +26.8% | -46.7% | -25.3% |
| 3Y | +20.9% | -23.7% | +44.5% | +21.2% |
| 5Y | +5.7% | -41.8% | +47.5% | +9.4% |
| All | +374.7% | -11.0% | +385.8% | +352.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SIRI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling