+537.3%
ISRG vs SYY
+86.7%
+450.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.9% |
| 7D | +2.1% | +4.7% | -2.6% | +0.5% |
| 30D | +6.2% | -0.7% | +6.8% | +6.1% |
| 3M | +14.4% | -6.8% | +21.2% | +16.8% |
| 6M | 0.0% | +8.6% | -8.6% | -3.4% |
| YTD | -20.5% | +8.4% | -28.9% | -24.2% |
| 1Y | -21.9% | +7.1% | -29.0% | -25.2% |
| 3Y | +62.2% | +25.2% | +37.0% | +43.5% |
| 5Y | +25.2% | +13.0% | +12.2% | +15.5% |
| 10Y | +537.3% | +88.9% | +448.4% | +394.1% |
| All | +537.3% | +86.7% | +450.6% | +394.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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