+59.1%
ISRG vs ZBRA
+60.2%
-1.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.5% |
| 7D | -6.8% | -1.5% | -5.3% | -6.4% |
| 30D | +5.1% | -15.6% | +20.8% | +9.0% |
| 3M | +12.0% | -14.5% | +26.6% | +15.7% |
| 6M | +7.0% | +50.9% | -43.9% | -6.0% |
| YTD | -20.6% | +34.8% | -55.5% | -28.7% |
| 1Y | -21.4% | +28.3% | -49.8% | -28.5% |
| All | +59.1% | +60.2% | -1.1% | +34.0% |
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