+23,674.8%
ISRG vs SWK
+831.8%
+22,843.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +13.1% | -3.7% | +3.8% |
| 7D | +8.5% | +17.9% | -9.4% | +1.1% |
| 30D | +18.6% | +31.9% | -13.3% | +5.2% |
| 3M | +30.9% | +16.6% | +14.3% | +22.1% |
| 6M | +6.6% | +61.1% | -54.6% | -14.1% |
| YTD | -14.9% | +64.2% | -79.1% | -32.9% |
| 1Y | -10.5% | +85.2% | -95.7% | -33.3% |
| 3Y | +73.1% | +50.2% | +22.9% | +32.4% |
| 5Y | +32.7% | -22.8% | +55.5% | +32.0% |
| 10Y | +546.2% | +35.8% | +510.5% | +350.4% |
| All | +23,674.8% | +831.8% | +22,843.0% | +6,359.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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