+3,852.3%
ISRG vs UAL
+239.3%
+3,612.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.6% | +1.7% | -2.0% |
| 7D | +4.4% | +5.0% | -0.6% | +3.6% |
| 30D | +15.8% | -1.2% | +17.0% | +15.9% |
| 3M | +24.9% | -16.8% | +41.6% | +28.6% |
| 6M | +3.8% | +18.0% | -14.2% | +0.1% |
| YTD | -17.3% | -1.2% | -16.1% | -18.2% |
| 1Y | -14.6% | +14.3% | -28.9% | -17.8% |
| 3Y | +68.2% | +194.6% | -126.3% | +33.0% |
| 5Y | +28.4% | +109.6% | -81.2% | +5.1% |
| 10Y | +528.0% | +93.1% | +435.0% | +375.4% |
| All | +3,852.3% | +239.3% | +3,612.9% | +1,885.5% |
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