+17,983.8%
ISRG vs WWD
+10,496.7%
+7,487.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | -1.6% | +1.3% | -2.9% | -2.0% |
| 30D | -2.3% | -7.2% | +4.9% | 0.0% |
| 3M | -12.4% | -3.8% | -8.6% | -12.0% |
| 6M | -26.8% | -9.9% | -16.9% | -25.3% |
| YTD | -35.3% | +14.8% | -50.1% | -39.3% |
| 1Y | -19.3% | +42.1% | -61.4% | -29.8% |
| 3Y | +18.1% | +170.8% | -152.7% | -17.8% |
| 5Y | +2.6% | +197.5% | -194.9% | -31.7% |
| 10Y | +379.4% | +477.8% | -98.4% | +142.9% |
| All | +17,983.8% | +10,496.7% | +7,487.1% | +4,474.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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