+521.0%
LITE vs ISRG
-16.8%
+537.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +3.8% |
| 7D | -1.5% | -1.6% | 0.0% | -1.9% |
| 30D | +6.7% | -2.3% | +8.9% | +6.2% |
| 3M | -6.8% | -12.4% | +5.7% | -7.3% |
| 6M | +29.4% | -26.8% | +56.3% | +36.6% |
| YTD | +139.1% | -35.3% | +174.3% | +168.7% |
| 1Y | +521.0% | -19.3% | +540.3% | +608.7% |
| All | +521.0% | -16.8% | +537.8% | +608.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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