+74.5%
UBER vs ISRG
+119.1%
-44.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | 0.0% | +0.9% |
| 7D | -4.5% | -2.5% | -1.9% | -3.0% |
| 30D | -7.6% | -10.2% | +2.5% | -1.9% |
| 3M | +5.8% | -12.5% | +18.3% | +12.7% |
| 6M | +0.3% | -25.8% | +26.1% | +16.7% |
| YTD | -11.2% | -36.4% | +25.2% | +13.4% |
| 1Y | -23.0% | -19.9% | -3.1% | -16.3% |
| 3Y | +53.6% | +20.9% | +32.7% | +20.0% |
| 5Y | +81.9% | +5.7% | +76.2% | +48.4% |
| All | +74.5% | +119.1% | -44.6% | -23.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling