-20.1%
ISRG vs SNAP
-39.3%
+19.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.3% |
| 7D | +5.4% | -7.3% | +12.8% | +7.0% |
| 30D | +8.6% | -18.9% | +27.6% | +12.9% |
| 3M | +21.6% | -5.3% | +26.8% | +22.1% |
| 6M | +2.3% | -16.9% | +19.3% | +4.1% |
| YTD | -18.7% | -37.4% | +18.7% | -10.6% |
| All | -20.1% | -39.3% | +19.2% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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