+3,017.3%
ISRG vs SLV
+249.8%
+2,767.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.3% | +1.1% | -1.6% |
| 7D | -6.1% | -3.9% | -2.3% | -5.5% |
| 30D | +4.2% | -15.6% | +19.9% | +7.1% |
| 3M | +9.6% | -23.6% | +33.2% | +14.2% |
| 6M | +1.9% | -42.6% | +44.4% | +10.8% |
| YTD | -22.3% | -30.0% | +7.6% | -20.7% |
| 1Y | -23.2% | -6.6% | -16.5% | -25.9% |
| 3Y | +58.5% | +121.8% | -63.3% | +28.2% |
| 5Y | +23.9% | +92.7% | -68.7% | +1.9% |
| 10Y | +536.7% | +174.0% | +362.8% | +378.2% |
| All | +3,017.3% | +249.8% | +2,767.6% | +1,600.3% |
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