-19.3%
ISRG vs SOUN
-47.0%
+27.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.6% | -5.2% | +3.6% | -1.0% |
| 30D | -2.3% | +4.8% | -7.1% | -3.0% |
| 3M | -12.4% | -15.9% | +3.4% | -11.2% |
| 6M | -26.8% | -17.4% | -9.4% | -26.3% |
| YTD | -35.3% | -32.4% | -2.9% | -33.6% |
| 1Y | -19.3% | -49.3% | +30.0% | -20.2% |
| All | -19.3% | -47.0% | +27.7% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 1y: compounded portfolio wealth divided by compounded SOUN 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…
1y analysis · Full analysis span regression · 6 months rolling