+23.9%
ISRG vs UAL
+109.3%
-85.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.0% | -5.4% | -3.9% |
| 7D | +4.8% | +8.2% | -3.3% | +2.8% |
| 30D | +9.2% | +2.3% | +6.9% | +8.4% |
| 3M | +21.2% | -12.7% | +33.8% | +24.9% |
| 6M | +0.2% | +12.7% | -12.5% | -3.7% |
| YTD | -20.1% | +0.8% | -20.9% | -21.8% |
| 1Y | -17.3% | +17.8% | -35.1% | -22.6% |
| 3Y | +63.3% | +206.7% | -143.4% | +10.3% |
| All | +23.9% | +109.3% | -85.4% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling