+17.4%
ISRG vs WBD
+153.8%
-136.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.1% | -4.4% |
| 7D | -5.2% | -0.7% | -4.5% | -5.1% |
| 30D | -7.6% | +5.0% | -12.6% | -8.2% |
| 3M | -16.4% | +6.2% | -22.6% | -17.1% |
| 6M | -28.6% | +0.6% | -29.2% | -28.7% |
| YTD | -38.2% | -2.4% | -35.7% | -38.0% |
| 1Y | -25.5% | +127.7% | -153.2% | -34.4% |
| 3Y | +17.4% | +148.4% | -131.0% | -2.9% |
| All | +17.4% | +153.8% | -136.4% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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