+500.7%
ISRG vs SUI
+115.7%
+384.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -2.7% |
| 7D | +4.8% | +6.2% | -1.4% | +2.0% |
| 30D | +9.2% | +8.6% | +0.7% | +5.2% |
| 3M | +21.2% | +1.0% | +20.2% | +20.4% |
| 6M | +0.2% | -2.6% | +2.8% | +1.0% |
| YTD | -20.1% | -0.1% | -19.9% | -20.6% |
| 1Y | -17.3% | +0.5% | -17.8% | -18.2% |
| 3Y | +63.3% | +15.3% | +48.1% | +46.6% |
| 5Y | +24.1% | -26.1% | +50.2% | +38.3% |
| All | +500.7% | +115.7% | +384.9% | +383.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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