-21.9%
ISRG vs U
+21.4%
-43.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.1% |
| 7D | +2.1% | +24.4% | -22.2% | -0.1% |
| 30D | +6.2% | +7.4% | -1.2% | +5.1% |
| 3M | +14.4% | +16.8% | -2.4% | +12.3% |
| 6M | 0.0% | +78.8% | -78.8% | -6.2% |
| YTD | -20.5% | +14.0% | -34.5% | -22.5% |
| 1Y | -21.9% | +16.7% | -38.6% | -24.6% |
| All | -21.9% | +21.4% | -43.3% | -24.6% |
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