+25.5%
ISRG vs WING
+0.4%
+25.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.0% | -2.5% | +0.5% | -1.6% |
| 30D | +5.6% | +29.5% | -24.0% | -0.6% |
| 3M | +10.5% | +40.2% | -29.6% | +1.5% |
| 6M | +2.6% | +32.7% | -30.1% | -5.9% |
| YTD | -21.7% | -32.8% | +11.1% | -17.0% |
| 1Y | -21.6% | -31.7% | +10.2% | -17.5% |
| 3Y | +57.0% | -24.7% | +81.8% | +45.5% |
| All | +25.5% | +0.4% | +25.1% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling