+55.7%
ISRG vs TRV
+149.8%
-94.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.1% | -2.3% |
| 7D | -6.1% | +0.1% | -6.2% | -6.1% |
| 30D | +4.2% | +8.0% | -3.8% | +3.5% |
| 3M | +9.6% | +9.3% | +0.3% | +8.7% |
| 6M | +1.9% | +36.2% | -34.3% | -2.2% |
| YTD | -22.3% | +40.6% | -62.9% | -25.9% |
| 1Y | -23.2% | +43.1% | -66.2% | -26.9% |
| All | +55.7% | +149.8% | -94.1% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 3y: compounded portfolio wealth divided by compounded TRV 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…
3y analysis · Full analysis span regression · 6 months rolling