-10.5%
ISRG vs SOUN
-73.4%
+62.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.9% | +4.5% | +8.9% |
| 7D | +8.5% | -2.7% | +11.2% | +8.8% |
| 30D | +18.6% | -26.5% | +45.1% | +22.1% |
| 3M | +30.9% | -33.6% | +64.5% | +35.8% |
| 6M | +6.6% | -54.4% | +61.0% | +15.0% |
| YTD | -14.9% | -56.7% | +41.8% | -9.0% |
| 1Y | -10.5% | -71.4% | +60.9% | +1.3% |
| All | -10.5% | -73.4% | +62.9% | +1.3% |
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