+69.0%
ISRG vs SUI
+16.8%
+52.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -3.0% |
| 7D | +4.4% | +8.8% | -4.4% | +2.0% |
| 30D | +15.8% | +8.9% | +6.8% | +13.1% |
| 3M | +24.9% | +2.0% | +22.8% | +23.9% |
| 6M | +3.8% | -0.6% | +4.4% | +3.6% |
| YTD | -17.3% | +1.3% | -18.6% | -18.0% |
| 1Y | -14.6% | +1.3% | -15.9% | -15.3% |
| All | +69.0% | +16.8% | +52.1% | +55.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling