-25.5%
ISRG vs ZETA
+62.1%
-87.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.8% | -2.7% | -4.3% |
| 7D | -5.2% | -2.4% | -2.7% | -4.9% |
| 30D | -7.6% | +15.6% | -23.1% | -9.5% |
| 3M | -16.4% | +41.5% | -57.8% | -20.8% |
| 6M | -28.6% | +63.4% | -92.0% | -34.6% |
| YTD | -38.2% | +51.3% | -89.5% | -43.1% |
| 1Y | -25.5% | +65.8% | -91.3% | -32.3% |
| All | -25.5% | +62.1% | -87.6% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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