+17,983.8%
ISRG vs ZBRA
+1,656.4%
+16,327.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -1.3% |
| 7D | -1.6% | +1.8% | -3.3% | -2.2% |
| 30D | -2.3% | -1.7% | -0.6% | -1.8% |
| 3M | -12.4% | +47.8% | -60.2% | -24.6% |
| 6M | -26.8% | +56.7% | -83.6% | -38.6% |
| YTD | -35.3% | +49.4% | -84.6% | -45.3% |
| 1Y | -19.3% | +16.5% | -35.9% | -26.4% |
| 3Y | +18.1% | +31.5% | -13.3% | -0.2% |
| 5Y | +2.6% | -38.6% | +41.2% | +8.3% |
| 10Y | +379.4% | +421.0% | -41.5% | +146.1% |
| All | +17,983.8% | +1,656.4% | +16,327.5% | +4,751.0% |
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 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