+76.2%
UBER vs ISRG
-2.2%
+78.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.3% |
| 7D | -7.0% | -5.0% | -2.0% | -4.5% |
| 30D | -8.9% | -10.2% | +1.3% | -3.9% |
| 3M | +1.0% | -17.2% | +18.2% | +10.1% |
| 6M | -3.7% | -28.4% | +24.7% | +12.6% |
| YTD | -13.0% | -37.6% | +24.6% | +9.6% |
| 1Y | -25.5% | -24.4% | -1.1% | -17.0% |
| 3Y | +50.5% | +18.4% | +32.0% | +19.8% |
| 5Y | +76.2% | -1.0% | +77.1% | +41.9% |
| All | +76.2% | -2.2% | +78.3% | +41.9% |
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