-17.3%
ISRG vs U
+24.4%
-41.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.5% | -8.9% | -3.9% |
| 7D | +4.8% | +36.6% | -31.8% | +1.5% |
| 30D | +9.2% | +13.3% | -4.1% | +7.6% |
| 3M | +21.2% | +26.2% | -5.0% | +18.0% |
| 6M | +0.2% | +88.7% | -88.5% | -6.7% |
| YTD | -20.1% | +16.6% | -36.6% | -21.8% |
| 1Y | -17.3% | +29.0% | -46.3% | -22.3% |
| All | -17.3% | +24.4% | -41.7% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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