+26.5%
ISRG vs URI
+199.0%
-172.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.9% | -5.2% | -0.3% |
| 7D | +5.4% | -4.0% | +9.4% | +6.4% |
| 30D | +8.6% | +6.8% | +1.8% | +6.2% |
| 3M | +21.6% | -2.8% | +24.4% | +21.8% |
| 6M | +2.3% | +20.9% | -18.5% | -4.7% |
| YTD | -18.7% | +40.2% | -58.9% | -29.3% |
| 1Y | -17.8% | +34.1% | -51.8% | -27.5% |
| 3Y | +69.1% | +164.1% | -95.1% | +6.5% |
| 5Y | +26.5% | +199.3% | -172.9% | -27.5% |
| All | +26.5% | +199.0% | -172.5% | -27.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling