-21.9%
ISRG vs SOUN
-74.1%
+52.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.2% | -1.8% |
| 7D | +2.1% | -6.1% | +8.2% | +2.9% |
| 30D | +6.2% | -28.2% | +34.4% | +9.7% |
| 3M | +14.4% | -48.1% | +62.5% | +22.1% |
| 6M | 0.0% | -56.4% | +56.4% | +8.4% |
| YTD | -20.5% | -61.2% | +40.6% | -14.3% |
| 1Y | -21.9% | -73.1% | +51.2% | -12.6% |
| All | -21.9% | -74.1% | +52.2% | -12.6% |
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