-25.1%
ISRG vs WCN
-7.6%
-17.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.1% |
| 7D | -5.2% | -0.4% | -4.7% | -5.0% |
| 30D | -7.6% | -2.1% | -5.4% | -6.8% |
| 3M | -16.4% | +6.4% | -22.7% | -17.8% |
| 6M | -28.6% | -3.7% | -24.9% | -27.0% |
| YTD | -38.2% | -6.4% | -31.8% | -35.7% |
| All | -25.1% | -7.6% | -17.5% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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