+43.9%
ISRG vs SOUN
-24.7%
+68.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -4.4% |
| 7D | -5.2% | -4.1% | -1.1% | -5.0% |
| 30D | -7.6% | -18.1% | +10.5% | -6.8% |
| 3M | -16.4% | -12.3% | -4.1% | -16.1% |
| 6M | -28.6% | -18.6% | -10.0% | -28.3% |
| YTD | -38.2% | -34.1% | -4.1% | -37.5% |
| 1Y | -25.5% | -57.0% | +31.5% | -23.6% |
| 3Y | +17.4% | +185.7% | -168.2% | +11.4% |
| All | +43.9% | -24.7% | +68.6% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling