-21.5%
ISRG vs ZBRA
+10.5%
-32.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.1% |
| 7D | -5.0% | -1.8% | -3.2% | -4.8% |
| 30D | -10.2% | -8.8% | -1.4% | -9.3% |
| 3M | -17.2% | +47.2% | -64.4% | -22.2% |
| 6M | -28.4% | +61.3% | -89.7% | -34.5% |
| YTD | -37.6% | +42.0% | -79.6% | -42.1% |
| All | -21.5% | +10.5% | -32.0% | -23.2% |
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