-10.5%
ISRG vs ZBRA
+25.3%
-35.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.9% | +8.5% | +9.3% |
| 7D | +8.5% | -13.6% | +22.1% | +9.9% |
| 30D | +18.6% | -11.5% | +30.1% | +19.8% |
| 3M | +30.9% | -9.9% | +40.8% | +31.9% |
| 6M | +6.6% | +48.6% | -42.0% | -0.2% |
| YTD | -14.9% | +36.9% | -51.8% | -20.6% |
| 1Y | -10.5% | +27.7% | -38.2% | -15.4% |
| All | -10.5% | +25.3% | -35.8% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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