+17,983.8%
ISRG vs SONY
+60.9%
+17,922.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.3% |
| 7D | -1.6% | -1.2% | -0.4% | -1.2% |
| 30D | -2.3% | +9.4% | -11.7% | -5.2% |
| 3M | -12.4% | +10.5% | -22.9% | -15.4% |
| 6M | -26.8% | +11.7% | -38.5% | -29.9% |
| YTD | -35.3% | -4.1% | -31.2% | -35.0% |
| 1Y | -19.3% | -11.8% | -7.5% | -17.1% |
| 3Y | +18.1% | +45.9% | -27.8% | +1.6% |
| 5Y | +2.6% | +16.3% | -13.6% | -5.8% |
| 10Y | +379.4% | +297.6% | +81.8% | +202.0% |
| All | +17,983.8% | +60.9% | +17,922.9% | +10,300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling