-17.3%
ISRG vs URI
+26.0%
-43.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.4% |
| 7D | +4.8% | -9.8% | +14.6% | +5.5% |
| 30D | +9.2% | +1.7% | +7.5% | +8.9% |
| 3M | +21.2% | -9.1% | +30.2% | +21.8% |
| 6M | +0.2% | +9.9% | -9.6% | -1.0% |
| YTD | -20.1% | +31.2% | -51.3% | -22.3% |
| 1Y | -17.3% | +25.9% | -43.3% | -18.2% |
| All | -17.3% | +26.0% | -43.3% | -18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling