+55.7%
ISRG vs SPOT
+252.1%
-196.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.7% |
| 7D | -6.1% | -2.6% | -3.5% | -5.5% |
| 30D | +4.2% | +13.5% | -9.2% | +1.2% |
| 3M | +9.6% | +22.2% | -12.6% | +4.4% |
| 6M | +1.9% | +38.3% | -36.4% | -6.3% |
| YTD | -22.3% | +3.1% | -25.4% | -23.8% |
| 1Y | -23.2% | -7.6% | -15.5% | -22.4% |
| All | +55.7% | +252.1% | -196.3% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 3y: compounded portfolio wealth divided by compounded SPOT 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…
3y analysis · Full analysis span regression · 6 months rolling