+537.3%
ISRG vs URI
+1,189.1%
-651.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.6% |
| 7D | +2.1% | -6.0% | +8.1% | +3.8% |
| 30D | +6.2% | +4.6% | +1.6% | +4.3% |
| 3M | +14.4% | -2.7% | +17.1% | +14.6% |
| 6M | 0.0% | +18.4% | -18.4% | -6.6% |
| YTD | -20.5% | +37.4% | -57.9% | -30.8% |
| 1Y | -21.9% | +30.4% | -52.3% | -30.9% |
| 3Y | +62.2% | +147.9% | -85.7% | +9.9% |
| 5Y | +25.2% | +202.1% | -176.9% | -23.6% |
| 10Y | +537.3% | +1,182.4% | -645.1% | +148.9% |
| All | +537.3% | +1,189.1% | -651.7% | +148.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling