+374.7%
ISRG vs ZBRA
+425.5%
-50.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.1% |
| 7D | -2.5% | -3.8% | +1.2% | -1.2% |
| 30D | -10.2% | -10.2% | 0.0% | -6.8% |
| 3M | -12.5% | +58.7% | -71.2% | -27.7% |
| 6M | -25.8% | +61.9% | -87.7% | -39.7% |
| YTD | -36.4% | +41.7% | -78.0% | -46.2% |
| 1Y | -19.9% | +12.4% | -32.2% | -26.5% |
| 3Y | +20.9% | +34.2% | -13.3% | -1.6% |
| 5Y | +5.7% | -40.8% | +46.4% | +15.5% |
| All | +374.7% | +425.5% | -50.8% | +173.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling