+17,983.8%
ISRG vs SU
+1,913.6%
+16,070.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | -1.6% | +3.6% | -5.1% | -2.6% |
| 30D | -2.3% | +7.9% | -10.1% | -4.4% |
| 3M | -12.4% | +3.5% | -15.9% | -13.9% |
| 6M | -26.8% | +19.0% | -45.8% | -31.2% |
| YTD | -35.3% | +55.0% | -90.2% | -43.7% |
| 1Y | -19.3% | +71.2% | -90.5% | -31.9% |
| 3Y | +18.1% | +117.4% | -99.3% | -8.7% |
| 5Y | +2.6% | +335.2% | -332.5% | -37.6% |
| 10Y | +379.4% | +248.7% | +130.7% | +183.6% |
| All | +17,983.8% | +1,913.6% | +16,070.3% | +5,999.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling