-10.5%
ISRG vs SLV
+9.6%
-20.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.2% | +4.2% | +9.0% |
| 7D | +8.5% | -3.9% | +12.4% | +8.7% |
| 30D | +18.6% | -14.5% | +33.1% | +19.5% |
| 3M | +30.9% | -12.4% | +43.3% | +31.5% |
| 6M | +6.6% | -28.5% | +35.1% | +8.3% |
| YTD | -14.9% | -26.8% | +11.9% | -16.4% |
| 1Y | -10.5% | +10.3% | -20.9% | -19.8% |
| All | -10.5% | +9.6% | -20.1% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 1y: compounded portfolio wealth divided by compounded SLV 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…
1y analysis · Full analysis span regression · 6 months rolling