-8.1%
PATH vs ISRG
-17.2%
+9.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +1.1% |
| 7D | -5.3% | +4.8% | -10.1% | -6.9% |
| 30D | -0.5% | +9.2% | -9.8% | -3.7% |
| 3M | -7.1% | +21.2% | -28.3% | -13.6% |
| 6M | +23.8% | +0.2% | +23.6% | +22.0% |
| YTD | -20.7% | -20.1% | -0.6% | -8.0% |
| 1Y | -8.1% | -17.3% | +9.3% | +7.5% |
| All | -8.1% | -17.2% | +9.2% | +7.5% |
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