+3,089.3%
ISRG vs SLV
+260.3%
+2,828.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.2% | -1.7% |
| 7D | +2.1% | +3.7% | -1.5% | +1.6% |
| 30D | +6.2% | -15.2% | +21.3% | +9.0% |
| 3M | +14.4% | -21.8% | +36.2% | +18.7% |
| 6M | 0.0% | -36.3% | +36.3% | +6.8% |
| YTD | -20.5% | -27.8% | +7.3% | -19.3% |
| 1Y | -21.9% | +1.5% | -23.4% | -25.9% |
| 3Y | +62.2% | +128.5% | -66.3% | +30.6% |
| 5Y | +25.2% | +103.2% | -78.0% | +1.9% |
| 10Y | +537.3% | +164.7% | +372.6% | +381.1% |
| All | +3,089.3% | +260.3% | +2,828.9% | +1,631.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling