+1,563.7%
LITE vs ISRG
+18.3%
+1,545.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.3% |
| 7D | -1.5% | -1.6% | 0.0% | -0.9% |
| 30D | +6.7% | -2.3% | +8.9% | +6.9% |
| 3M | -6.8% | -12.4% | +5.7% | -4.1% |
| 6M | +29.4% | -26.8% | +56.3% | +47.5% |
| YTD | +139.1% | -35.3% | +174.3% | +198.3% |
| 1Y | +521.0% | -19.3% | +540.3% | +553.8% |
| All | +1,563.7% | +18.3% | +1,545.4% | +1,431.2% |
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