+17,983.8%
ISRG vs SYY
+641.3%
+17,342.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.4% | -0.3% |
| 7D | -1.6% | -2.3% | +0.7% | -0.7% |
| 30D | -2.3% | -4.9% | +2.7% | -0.2% |
| 3M | -12.4% | +8.4% | -20.8% | -15.4% |
| 6M | -26.8% | -7.4% | -19.5% | -25.1% |
| YTD | -35.3% | +11.0% | -46.2% | -39.0% |
| 1Y | -19.3% | -0.2% | -19.1% | -20.6% |
| 3Y | +18.1% | +23.8% | -5.6% | +3.9% |
| 5Y | +2.6% | +18.1% | -15.5% | -8.2% |
| 10Y | +379.4% | +94.6% | +284.8% | +210.8% |
| All | +17,983.8% | +641.3% | +17,342.6% | +9,689.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling