+45.2%
UBER vs ISRG
+17.7%
+27.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.1% |
| 7D | -7.0% | -5.0% | -2.0% | -5.2% |
| 30D | -8.9% | -10.2% | +1.3% | -5.2% |
| 3M | +1.0% | -17.2% | +18.2% | +7.7% |
| 6M | -3.7% | -28.4% | +24.7% | +8.5% |
| YTD | -13.0% | -37.6% | +24.6% | +3.8% |
| 1Y | -25.5% | -24.4% | -1.1% | -18.9% |
| All | +45.2% | +17.7% | +27.5% | +22.8% |
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