-23.2%
ISRG vs TRI
-17.0%
-6.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.2% |
| 7D | -6.1% | -7.5% | +1.4% | -4.6% |
| 30D | +4.2% | +3.9% | +0.3% | +3.2% |
| 3M | +9.6% | +7.2% | +2.5% | +7.6% |
| 6M | +1.9% | +27.0% | -25.1% | -3.9% |
| YTD | -22.3% | -14.0% | -8.3% | -19.2% |
| 1Y | -23.2% | -17.7% | -5.5% | -19.6% |
| All | -23.2% | -17.0% | -6.2% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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