+550.7%
ISRG vs SYY
+87.3%
+463.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.2% |
| 7D | -6.8% | 0.0% | -6.8% | -6.8% |
| 30D | +5.1% | -2.2% | +7.4% | +5.7% |
| 3M | +12.0% | -8.0% | +20.1% | +15.0% |
| 6M | +7.0% | +7.5% | -0.5% | +3.8% |
| YTD | -20.6% | +7.4% | -28.1% | -24.1% |
| 1Y | -21.4% | +4.9% | -26.3% | -24.2% |
| 3Y | +62.0% | +24.1% | +37.9% | +43.8% |
| 5Y | +28.1% | +13.4% | +14.8% | +18.1% |
| 10Y | +550.7% | +87.5% | +463.2% | +408.8% |
| All | +550.7% | +87.3% | +463.4% | +408.8% |
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