+2,498.7%
ISRG vs SLV
+363.7%
+2,134.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.6% |
| 7D | -1.6% | -0.3% | -1.3% | -1.5% |
| 30D | -2.3% | +6.7% | -9.0% | -3.4% |
| 3M | -12.4% | -10.7% | -1.8% | -11.2% |
| 6M | -26.8% | -20.6% | -6.2% | -24.7% |
| YTD | -35.3% | -7.1% | -28.1% | -36.8% |
| 1Y | -19.3% | +62.0% | -81.3% | -29.5% |
| 3Y | +18.1% | +169.8% | -151.7% | -7.2% |
| 5Y | +2.6% | +161.5% | -158.8% | -19.7% |
| 10Y | +379.4% | +224.4% | +155.0% | +250.5% |
| All | +2,498.7% | +363.7% | +2,134.9% | +1,256.3% |
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