+17.4%
ISRG vs ZBRA
+34.1%
-16.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.7% | -3.9% |
| 7D | -5.2% | +2.6% | -7.7% | -5.7% |
| 30D | -7.6% | -6.4% | -1.2% | -6.2% |
| 3M | -16.4% | +51.3% | -67.6% | -25.7% |
| 6M | -28.6% | +60.5% | -89.1% | -38.1% |
| YTD | -38.2% | +45.2% | -83.4% | -45.3% |
| 1Y | -25.5% | +12.3% | -37.8% | -29.0% |
| 3Y | +17.4% | +37.5% | -20.1% | +5.1% |
| All | +17.4% | +34.1% | -16.6% | +5.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling