-10.5%
ISRG vs WMB
+22.7%
-33.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -6.4% | +15.7% | +7.7% |
| 7D | +8.5% | -8.6% | +17.2% | +6.5% |
| 30D | +18.6% | -4.2% | +22.8% | +17.4% |
| 3M | +30.9% | -4.4% | +35.3% | +29.5% |
| 6M | +6.6% | -8.7% | +15.3% | +5.5% |
| YTD | -14.9% | +15.4% | -30.3% | -13.7% |
| 1Y | -10.5% | +23.7% | -34.3% | -10.3% |
| All | -10.5% | +22.7% | -33.2% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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