+386.2%
ISRG vs SU
+267.2%
+118.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.6% | +2.4% |
| 7D | +0.7% | +2.2% | -1.6% | +0.1% |
| 30D | -8.0% | +8.4% | -16.4% | -9.8% |
| 3M | -10.6% | +12.1% | -22.7% | -13.4% |
| 6M | -25.1% | +19.7% | -44.8% | -29.1% |
| YTD | -34.8% | +58.4% | -93.2% | -42.6% |
| 1Y | -19.0% | +67.2% | -86.3% | -29.8% |
| 3Y | +22.1% | +125.0% | -102.9% | -3.6% |
| 5Y | +8.2% | +355.1% | -346.9% | -31.9% |
| All | +386.2% | +267.2% | +118.9% | +217.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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