+22,229.9%
ISRG vs WEC
+2,438.4%
+19,791.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -2.4% |
| 7D | +4.8% | -0.2% | +5.0% | +5.0% |
| 30D | +9.2% | +12.3% | -3.1% | +3.3% |
| 3M | +21.2% | +8.3% | +12.9% | +16.3% |
| 6M | +0.2% | +3.5% | -3.2% | -1.8% |
| YTD | -20.1% | +12.7% | -32.8% | -25.3% |
| 1Y | -17.3% | +8.2% | -25.5% | -21.2% |
| 3Y | +63.3% | +55.9% | +7.4% | +26.7% |
| 5Y | +24.1% | +51.2% | -27.2% | -3.5% |
| 10Y | +507.0% | +177.6% | +329.3% | +220.5% |
| All | +22,229.9% | +2,438.4% | +19,791.4% | +3,990.7% |
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