+2,993.4%
ISRG vs UAL
+242.1%
+2,751.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -1.3% |
| 7D | -1.6% | +0.7% | -2.3% | -1.7% |
| 30D | -2.3% | -16.1% | +13.8% | +0.7% |
| 3M | -12.4% | +6.1% | -18.6% | -13.6% |
| 6M | -26.8% | +10.8% | -37.7% | -28.7% |
| YTD | -35.3% | -0.4% | -34.9% | -36.0% |
| 1Y | -19.3% | +5.0% | -24.3% | -21.3% |
| 3Y | +18.1% | +124.0% | -105.9% | -2.1% |
| 5Y | +2.6% | +141.0% | -138.3% | -17.9% |
| 10Y | +379.4% | +118.0% | +261.4% | +256.4% |
| All | +2,993.4% | +242.1% | +2,751.3% | +1,454.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling