+63.3%
ISRG vs WING
-19.7%
+83.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.1% |
| 7D | +4.8% | +9.0% | -4.2% | +3.5% |
| 30D | +9.2% | +39.9% | -30.7% | +3.7% |
| 3M | +21.2% | +40.4% | -19.3% | +14.4% |
| 6M | +0.2% | +12.9% | -12.6% | -2.7% |
| YTD | -20.1% | -31.1% | +11.0% | -16.5% |
| 1Y | -17.3% | -32.7% | +15.4% | -13.5% |
| 3Y | +63.3% | -19.8% | +83.1% | +16.5% |
| All | +63.3% | -19.7% | +83.0% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 3y: compounded portfolio wealth divided by compounded WING 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…
3y analysis · Full analysis span regression · 6 months rolling