+14,969.9%
ISRG vs ZBH
+287.8%
+14,682.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.4% |
| 7D | -1.6% | -2.8% | +1.2% | -0.2% |
| 30D | -2.3% | -0.1% | -2.2% | -2.2% |
| 3M | -12.4% | +13.4% | -25.9% | -17.6% |
| 6M | -26.8% | +3.0% | -29.8% | -28.2% |
| YTD | -35.3% | +9.7% | -44.9% | -38.5% |
| 1Y | -19.3% | -5.4% | -13.9% | -18.5% |
| 3Y | +18.1% | -15.6% | +33.7% | +22.7% |
| 5Y | +2.6% | -28.1% | +30.8% | +15.6% |
| 10Y | +379.4% | -15.2% | +394.7% | +378.6% |
| All | +14,969.9% | +287.8% | +14,682.0% | +8,415.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling