+3,119.5%
ISRG vs WU
-19.6%
+3,139.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.1% | -0.5% |
| 7D | -1.6% | -0.8% | -0.8% | -1.3% |
| 30D | -2.3% | -1.1% | -1.2% | -2.0% |
| 3M | -12.4% | -3.9% | -8.6% | -13.1% |
| 6M | -26.8% | -20.7% | -6.2% | -21.9% |
| YTD | -35.3% | -18.4% | -16.9% | -31.9% |
| 1Y | -19.3% | -8.1% | -11.3% | -20.0% |
| 3Y | +18.1% | -24.2% | +42.3% | +23.1% |
| 5Y | +2.6% | -50.4% | +53.1% | +24.7% |
| 10Y | +379.4% | -40.0% | +419.5% | +413.8% |
| All | +3,119.5% | -19.6% | +3,139.1% | +2,522.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling