+500.7%
ISRG vs URI
+1,374.0%
-873.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.7% |
| 7D | +4.8% | -9.8% | +14.6% | +7.9% |
| 30D | +9.2% | +1.7% | +7.5% | +8.3% |
| 3M | +21.2% | -9.1% | +30.2% | +23.9% |
| 6M | +0.2% | +9.9% | -9.6% | -4.0% |
| YTD | -20.1% | +31.2% | -51.3% | -29.0% |
| 1Y | -17.3% | +25.9% | -43.3% | -25.7% |
| 3Y | +63.3% | +147.4% | -84.1% | +12.2% |
| 5Y | +24.1% | +179.7% | -155.7% | -20.9% |
| All | +500.7% | +1,374.0% | -873.3% | +177.0% |
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