+21,593.2%
ISRG vs ZBRA
+1,438.9%
+20,154.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.2% |
| 7D | -6.1% | -1.2% | -4.9% | -5.7% |
| 30D | +4.2% | -17.8% | +22.0% | +10.8% |
| 3M | +9.6% | -16.0% | +25.6% | +15.5% |
| 6M | +1.9% | +31.4% | -29.6% | -9.5% |
| YTD | -22.3% | +30.9% | -53.2% | -31.7% |
| 1Y | -23.2% | +24.3% | -47.5% | -31.4% |
| 3Y | +58.5% | +54.2% | +4.4% | +26.6% |
| 5Y | +23.9% | -46.3% | +70.2% | +36.4% |
| 10Y | +536.7% | +375.2% | +161.5% | +236.7% |
| All | +21,593.2% | +1,438.9% | +20,154.3% | +5,954.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling