+35.3%
UBER vs ISRG
+57.5%
-22.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.2% | -6.8% | +7.9% | +3.8% |
| 30D | -1.1% | +5.1% | -6.3% | -3.1% |
| 3M | -10.0% | +12.0% | -22.0% | -14.0% |
| 6M | -7.2% | +7.0% | -14.2% | -10.6% |
| YTD | -13.5% | -20.6% | +7.1% | -6.2% |
| 1Y | -24.5% | -21.4% | -3.1% | -17.9% |
| All | +35.3% | +57.5% | -22.2% | +6.9% |
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 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