+533.8%
ISRG vs SONY
+366.0%
+167.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.8% | -2.4% |
| 7D | -6.1% | -3.2% | -2.9% | -4.7% |
| 30D | +4.2% | +9.6% | -5.4% | 0.0% |
| 3M | +9.6% | +13.3% | -3.6% | +3.4% |
| 6M | +1.9% | +20.3% | -18.4% | -7.0% |
| YTD | -22.3% | +4.1% | -26.5% | -24.8% |
| 1Y | -23.2% | -11.9% | -11.3% | -19.7% |
| 3Y | +58.5% | +56.6% | +1.9% | +21.6% |
| 5Y | +23.9% | +10.9% | +13.0% | +10.2% |
| All | +533.8% | +366.0% | +167.8% | +226.4% |
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