+17,983.8%
ISRG vs WEC
+2,220.9%
+15,762.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | -1.6% | -0.3% | -1.3% | -1.5% |
| 30D | -2.3% | -1.3% | -1.0% | -1.8% |
| 3M | -12.4% | -3.9% | -8.5% | -10.9% |
| 6M | -26.8% | -8.3% | -18.5% | -24.1% |
| YTD | -35.3% | +3.1% | -38.3% | -36.7% |
| 1Y | -19.3% | +1.9% | -21.3% | -20.9% |
| 3Y | +18.1% | +41.9% | -23.8% | -4.2% |
| 5Y | +2.6% | +30.8% | -28.1% | -14.2% |
| 10Y | +379.4% | +141.9% | +237.5% | +171.6% |
| All | +17,983.8% | +2,220.9% | +15,762.9% | +3,364.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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