+17.4%
ISRG vs UUUU
+99.2%
-81.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.6% |
| 7D | -5.2% | +2.8% | -8.0% | -5.3% |
| 30D | -7.6% | +3.4% | -11.0% | -7.8% |
| 3M | -16.4% | -3.9% | -12.5% | -16.5% |
| 6M | -28.6% | -23.2% | -5.4% | -28.1% |
| YTD | -38.2% | +0.6% | -38.7% | -39.6% |
| 1Y | -25.5% | +22.9% | -48.4% | -29.5% |
| 3Y | +17.4% | +98.6% | -81.2% | -0.1% |
| All | +17.4% | +99.2% | -81.8% | -0.1% |
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