+23,005.1%
ISRG vs URI
+5,882.1%
+17,123.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -7.1% | +4.3% | -1.0% |
| 7D | +4.4% | -12.9% | +17.3% | +7.9% |
| 30D | +15.8% | -3.4% | +19.2% | +16.5% |
| 3M | +24.9% | -10.0% | +34.9% | +27.6% |
| 6M | +3.8% | +12.2% | -8.4% | -0.2% |
| YTD | -17.3% | +29.8% | -47.0% | -24.5% |
| 1Y | -14.6% | +24.6% | -39.2% | -21.3% |
| 3Y | +68.2% | +137.6% | -69.4% | +28.0% |
| 5Y | +28.4% | +176.6% | -148.2% | -7.6% |
| 10Y | +528.0% | +1,402.6% | -874.5% | +177.6% |
| All | +23,005.1% | +5,882.1% | +17,123.0% | +4,297.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling