+539.2%
ISRG vs SONY
+373.2%
+166.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.2% |
| 7D | -2.0% | +0.3% | -2.3% | -2.1% |
| 30D | +5.6% | +11.1% | -5.6% | +0.6% |
| 3M | +10.5% | +14.7% | -4.1% | +3.7% |
| 6M | +2.6% | +18.8% | -16.2% | -5.7% |
| YTD | -21.7% | +5.7% | -27.4% | -24.7% |
| 1Y | -21.6% | -8.1% | -13.5% | -19.7% |
| 3Y | +57.0% | +64.0% | -7.0% | +17.9% |
| 5Y | +25.0% | +12.6% | +12.3% | +10.4% |
| All | +539.2% | +373.2% | +166.0% | +226.9% |
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