-19.0%
ISRG vs UUUU
+3.5%
-22.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.0% | +7.4% | +2.5% |
| 7D | +0.7% | -10.5% | +11.2% | +0.9% |
| 30D | -8.0% | -10.5% | +2.5% | -7.8% |
| 3M | -10.6% | -14.1% | +3.5% | -10.5% |
| 6M | -25.1% | -35.5% | +10.4% | -24.8% |
| YTD | -34.8% | -10.9% | -23.9% | -34.9% |
| 1Y | -19.0% | +3.4% | -22.4% | -13.8% |
| All | -19.0% | +3.5% | -22.5% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling