-19.9%
ISRG vs ZBH
-9.5%
-10.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +3.0% |
| 7D | -2.5% | -6.6% | +4.0% | +0.2% |
| 30D | -10.2% | -4.9% | -5.2% | -8.3% |
| 3M | -12.5% | +5.1% | -17.6% | -13.6% |
| 6M | -25.8% | +1.3% | -27.2% | -26.5% |
| YTD | -36.4% | +3.4% | -39.7% | -37.2% |
| 1Y | -19.9% | -8.7% | -11.2% | -19.7% |
| All | -19.9% | -9.5% | -10.4% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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