+1,172.1%
LITE vs ISRG
+62.8%
+1,109.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.4% | +9.0% | +6.7% |
| 7D | -35.9% | +4.8% | -40.7% | -37.1% |
| 30D | -51.5% | +9.2% | -60.8% | -53.2% |
| 3M | -35.7% | +21.2% | -56.9% | -40.9% |
| 6M | -43.0% | +0.2% | -43.2% | -44.4% |
| YTD | +46.1% | -20.1% | +66.2% | +69.0% |
| 1Y | +124.7% | -17.3% | +142.1% | +155.1% |
| 3Y | +1,172.1% | +63.3% | +1,108.7% | +816.8% |
| All | +1,172.1% | +62.8% | +1,109.3% | +816.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling