-10.5%
ISRG vs SPXU
-30.4%
+19.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -4.9% | +14.3% | +7.8% |
| 7D | +8.5% | +2.2% | +6.4% | +9.4% |
| 30D | +18.6% | +3.8% | +14.8% | +20.1% |
| 3M | +30.9% | +3.3% | +27.6% | +32.8% |
| 6M | +6.6% | -16.7% | +23.3% | +1.1% |
| YTD | -14.9% | -28.6% | +13.8% | -21.7% |
| 1Y | -10.5% | -30.6% | +20.0% | -18.1% |
| All | -10.5% | -30.4% | +19.8% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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