+17,983.8%
ISRG vs SUI
+1,598.4%
+16,385.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -1.6% | -2.8% | +1.2% | -0.3% |
| 30D | -2.3% | -1.2% | -1.1% | -1.9% |
| 3M | -12.4% | -1.7% | -10.7% | -12.0% |
| 6M | -26.8% | -10.5% | -16.4% | -23.5% |
| YTD | -35.3% | -1.8% | -33.4% | -35.1% |
| 1Y | -19.3% | -4.1% | -15.2% | -18.5% |
| 3Y | +18.1% | +11.3% | +6.9% | +8.9% |
| 5Y | +2.6% | -32.1% | +34.8% | +17.3% |
| 10Y | +379.4% | +110.4% | +269.0% | +224.2% |
| All | +17,983.8% | +1,598.4% | +16,385.5% | +4,066.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling