+386.2%
ISRG vs UUUU
+465.5%
-79.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.0% | +7.4% | +3.0% |
| 7D | +0.7% | -10.5% | +11.2% | +1.9% |
| 30D | -8.0% | -10.5% | +2.5% | -7.0% |
| 3M | -10.6% | -14.1% | +3.5% | -9.6% |
| 6M | -25.1% | -35.5% | +10.4% | -22.6% |
| YTD | -34.8% | -10.9% | -23.9% | -36.3% |
| 1Y | -19.0% | +3.4% | -22.4% | -23.9% |
| 3Y | +22.1% | +73.1% | -51.0% | +1.6% |
| 5Y | +8.2% | +87.1% | -78.9% | -14.7% |
| All | +386.2% | +465.5% | -79.3% | +203.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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