+57.0%
ISRG vs UUUU
-17.1%
+74.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +0.9% |
| 7D | -2.0% | -1.1% | -1.0% | -2.0% |
| 30D | +5.6% | -21.0% | +26.5% | +6.8% |
| 3M | +10.5% | -54.8% | +65.3% | +15.0% |
| 6M | +2.6% | -67.3% | +70.0% | +8.3% |
| YTD | -21.7% | -54.7% | +33.0% | -20.2% |
| 1Y | -21.6% | -57.4% | +35.9% | -19.9% |
| 3Y | +57.0% | -19.6% | +76.7% | +41.7% |
| All | +57.0% | -17.1% | +74.1% | +41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling