+501.7%
SPCX vs ISRG
+1.5%
+500.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.7% | +4.1% | +13.9% |
| 7D | +4.2% | +5.4% | -1.2% | +24.7% |
| 30D | -12.6% | +8.6% | -21.2% | +16.3% |
| 3M | +6.7% | +21.6% | -14.8% | +106.8% |
| 6M | +453.2% | -17.8% | +470.9% | +20.2% |
| YTD | +453.2% | -17.8% | +470.9% | +20.2% |
| 1Y | +453.2% | -17.8% | +470.9% | +20.2% |
| All | +501.7% | +1.5% | +500.2% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling