-24.4%
ISRG vs SYY
+3.3%
-27.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.3% | +0.6% |
| 7D | -5.0% | -0.2% | -4.8% | -5.0% |
| 30D | -10.2% | -2.7% | -7.5% | -9.9% |
| 3M | -17.2% | +5.9% | -23.1% | -17.5% |
| 6M | -28.4% | -2.3% | -26.1% | -29.2% |
| YTD | -37.6% | +13.1% | -50.7% | -38.4% |
| 1Y | -24.4% | +3.8% | -28.2% | -23.9% |
| All | -24.4% | +3.3% | -27.8% | -23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling