+370.1%
ISRG vs SPXU
-99.5%
+469.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +1.5% |
| 7D | -5.0% | +1.3% | -6.3% | -4.5% |
| 30D | -10.2% | +5.1% | -15.3% | -8.2% |
| 3M | -17.2% | -9.1% | -8.1% | -19.6% |
| 6M | -28.4% | -29.6% | +1.2% | -36.8% |
| YTD | -37.6% | -27.7% | -9.9% | -44.0% |
| 1Y | -24.4% | -37.0% | +12.5% | -35.3% |
| 3Y | +18.4% | -80.2% | +98.6% | -28.7% |
| 5Y | -1.0% | -86.0% | +85.1% | -36.1% |
| 10Y | +370.1% | -99.5% | +469.7% | +33.3% |
| All | +370.1% | -99.5% | +469.7% | +33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling