-17.3%
ISRG vs UAL
+18.2%
-35.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.0% | -5.4% | -3.8% |
| 7D | +4.8% | +8.2% | -3.3% | +3.2% |
| 30D | +9.2% | +2.3% | +6.9% | +8.6% |
| 3M | +21.2% | -12.7% | +33.8% | +24.1% |
| 6M | +0.2% | +12.7% | -12.5% | -2.5% |
| YTD | -20.1% | +0.8% | -20.9% | -20.9% |
| 1Y | -17.3% | +17.8% | -35.1% | -20.5% |
| All | -17.3% | +18.2% | -35.6% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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