-1.0%
ISRG vs UUUU
+132.1%
-133.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -5.0% | +1.8% | -6.8% | -5.2% |
| 30D | -10.2% | +1.8% | -12.0% | -10.5% |
| 3M | -17.2% | +1.3% | -18.5% | -17.8% |
| 6M | -28.4% | -26.8% | -1.7% | -27.0% |
| YTD | -37.6% | +0.1% | -37.7% | -40.2% |
| 1Y | -24.4% | +11.2% | -35.7% | -30.5% |
| 3Y | +18.4% | +97.7% | -79.2% | -7.6% |
| 5Y | -1.0% | +127.3% | -128.3% | -26.5% |
| All | -1.0% | +132.1% | -133.0% | -26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling