+370.1%
ISRG vs SONY
+276.5%
+93.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | -5.0% | -4.9% | -0.1% | -2.8% |
| 30D | -10.2% | -1.6% | -8.6% | -9.7% |
| 3M | -17.2% | +10.0% | -27.2% | -20.9% |
| 6M | -28.4% | +8.4% | -36.8% | -31.7% |
| YTD | -37.6% | -8.4% | -29.2% | -35.9% |
| 1Y | -24.4% | -18.4% | -6.1% | -18.6% |
| 3Y | +18.4% | +41.0% | -22.5% | -5.0% |
| 5Y | -1.0% | +9.3% | -10.2% | -11.6% |
| 10Y | +370.1% | +281.7% | +88.4% | +158.4% |
| All | +370.1% | +276.5% | +93.7% | +158.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 10y: compounded portfolio wealth divided by compounded SONY 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…
10y analysis · Full analysis span regression · 6 months rolling