+179.4%
INTC vs ISRG
+17.7%
+161.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -4.5% | +13.6% | +10.2% |
| 7D | +17.4% | -5.2% | +22.6% | +18.9% |
| 30D | +2.8% | -7.6% | +10.3% | +4.6% |
| 3M | -5.3% | -16.4% | +11.1% | -1.5% |
| 6M | +140.6% | -28.6% | +169.2% | +164.1% |
| YTD | +183.1% | -38.2% | +221.3% | +229.6% |
| 1Y | +326.8% | -25.5% | +352.3% | +354.4% |
| 3Y | +179.4% | +17.4% | +162.0% | +153.8% |
| All | +179.4% | +17.7% | +161.8% | +153.8% |
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