+23.9%
ISRG vs UUUU
-39.3%
+63.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.7% |
| 7D | -6.1% | +1.4% | -7.5% | -6.3% |
| 30D | +4.2% | -27.9% | +32.2% | +8.1% |
| 3M | +9.6% | -53.8% | +63.5% | +19.6% |
| 6M | +1.9% | -68.1% | +70.0% | +15.4% |
| YTD | -22.3% | -54.1% | +31.7% | -18.9% |
| 1Y | -23.2% | -57.8% | +34.6% | -19.2% |
| 3Y | +58.5% | -15.4% | +74.0% | +34.5% |
| 5Y | +23.9% | -39.2% | +63.2% | +3.1% |
| All | +23.9% | -39.3% | +63.2% | +3.1% |
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 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