-20.1%
ISRG vs WCC
+23.3%
-43.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.1% | -6.4% | +1.9% |
| 7D | +5.4% | -5.7% | +11.1% | +5.0% |
| 30D | +8.6% | -13.5% | +22.1% | +8.4% |
| 3M | +21.6% | -12.9% | +34.4% | +21.1% |
| 6M | +2.3% | -10.7% | +13.0% | +1.9% |
| YTD | -18.7% | +30.0% | -48.7% | -25.0% |
| All | -20.1% | +23.3% | -43.4% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling