+370.1%
ISRG vs UEC
+908.7%
-538.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.2% |
| 7D | -5.0% | -0.2% | -4.8% | -5.0% |
| 30D | -10.2% | +1.9% | -12.1% | -10.6% |
| 3M | -17.2% | +8.9% | -26.1% | -18.6% |
| 6M | -28.4% | -14.5% | -14.0% | -28.6% |
| YTD | -37.6% | -0.7% | -36.9% | -39.5% |
| 1Y | -24.4% | -4.1% | -20.4% | -27.5% |
| 3Y | +18.4% | +148.9% | -130.5% | -5.1% |
| 5Y | -1.0% | +300.0% | -301.0% | -29.7% |
| 10Y | +370.1% | +994.3% | -624.2% | +162.8% |
| All | +370.1% | +908.7% | -538.6% | +162.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded UEC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling