-25.5%
ISRG vs WU
-11.3%
-14.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -4.5% |
| 7D | -5.2% | -0.8% | -4.3% | -5.2% |
| 30D | -7.6% | -1.1% | -6.4% | -7.5% |
| 3M | -16.4% | -1.8% | -14.5% | -17.4% |
| 6M | -28.6% | -23.9% | -4.6% | -28.5% |
| YTD | -38.2% | -20.4% | -17.8% | -38.1% |
| 1Y | -25.5% | -10.6% | -14.9% | -25.4% |
| All | -25.5% | -11.3% | -14.2% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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