+3,365.8%
ISRG vs UUUU
-96.3%
+3,462.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.9% |
| 7D | -6.1% | +1.4% | -7.5% | -6.2% |
| 30D | +4.2% | -27.9% | +32.2% | +6.5% |
| 3M | +9.6% | -53.8% | +63.5% | +15.4% |
| 6M | +1.9% | -68.1% | +70.0% | +9.4% |
| YTD | -22.3% | -54.1% | +31.7% | -19.8% |
| 1Y | -23.2% | -57.8% | +34.6% | -20.4% |
| 3Y | +58.5% | -15.4% | +74.0% | +50.7% |
| 5Y | +23.9% | -39.2% | +63.2% | +17.8% |
| 10Y | +536.7% | +370.4% | +166.3% | +401.6% |
| All | +3,365.8% | -96.3% | +3,462.1% | +2,764.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling