+17.4%
ISRG vs SONY
+41.5%
-24.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.2% | -0.3% | -3.2% |
| 7D | -5.2% | -5.2% | 0.0% | -3.6% |
| 30D | -7.6% | +0.3% | -7.9% | -7.7% |
| 3M | -16.4% | +6.2% | -22.6% | -18.2% |
| 6M | -28.6% | +9.5% | -38.1% | -31.0% |
| YTD | -38.2% | -8.1% | -30.1% | -36.8% |
| 1Y | -25.5% | -17.9% | -7.6% | -21.2% |
| 3Y | +17.4% | +41.5% | -24.1% | 0.0% |
| All | +17.4% | +41.5% | -24.0% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling