+50.7%
ISRG vs SOUN
-22.7%
+73.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.6% | -5.2% | +3.6% | -1.4% |
| 30D | -2.3% | +4.8% | -7.1% | -2.5% |
| 3M | -12.4% | -15.9% | +3.4% | -12.0% |
| 6M | -26.8% | -17.4% | -9.4% | -26.6% |
| YTD | -35.3% | -32.4% | -2.9% | -34.6% |
| 1Y | -19.3% | -49.3% | +30.0% | -17.8% |
| 3Y | +18.1% | +167.5% | -149.3% | +12.2% |
| All | +50.7% | -22.7% | +73.5% | +42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling