+10.1%
UNH vs ISRG
-18.2%
+28.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.4% | -4.8% | -2.6% |
| 7D | -4.5% | +0.7% | -5.2% | -4.6% |
| 30D | -6.5% | -8.0% | +1.5% | -5.8% |
| 3M | -6.0% | -10.6% | +4.6% | -5.0% |
| 6M | +33.7% | -25.1% | +58.8% | +37.9% |
| YTD | +16.4% | -34.8% | +51.2% | +21.9% |
| 1Y | +10.1% | -19.0% | +29.1% | +12.7% |
| All | +10.1% | -18.2% | +28.3% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling