-21.9%
ISRG vs UAL
+21.5%
-43.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | +2.1% | +12.5% | -10.3% | -0.4% |
| 30D | +6.2% | +12.2% | -6.0% | +3.5% |
| 3M | +14.4% | -2.6% | +17.0% | +14.6% |
| 6M | 0.0% | +21.1% | -21.1% | -4.2% |
| YTD | -20.5% | +7.8% | -28.4% | -22.6% |
| 1Y | -21.9% | +25.4% | -47.3% | -26.3% |
| All | -21.9% | +21.5% | -43.4% | -26.3% |
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