+22,229.9%
ISRG vs WCC
+2,730.6%
+19,499.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.2% | -5.5% | -3.9% |
| 7D | +4.8% | -14.7% | +19.5% | +8.3% |
| 30D | +9.2% | -20.1% | +29.3% | +14.4% |
| 3M | +21.2% | -21.2% | +42.3% | +26.6% |
| 6M | +0.2% | -19.2% | +19.4% | +3.1% |
| YTD | -20.1% | +20.2% | -40.3% | -26.3% |
| 1Y | -17.3% | +14.5% | -31.8% | -23.0% |
| 3Y | +63.3% | +115.1% | -51.8% | +24.2% |
| 5Y | +24.1% | +121.5% | -97.4% | -9.5% |
| 10Y | +507.0% | +468.1% | +38.8% | +215.6% |
| All | +22,229.9% | +2,730.6% | +19,499.3% | +8,796.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling