-24.4%
ISRG vs SOUN
-56.9%
+32.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.2% | +1.0% |
| 7D | -5.0% | -4.4% | -0.6% | -4.6% |
| 30D | -10.2% | -13.1% | +2.9% | -8.9% |
| 3M | -17.2% | -7.7% | -9.5% | -16.9% |
| 6M | -28.4% | -21.2% | -7.3% | -27.5% |
| YTD | -37.6% | -35.0% | -2.6% | -35.9% |
| 1Y | -24.4% | -56.4% | +31.9% | -23.2% |
| All | -24.4% | -56.9% | +32.4% | -23.2% |
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