+51.6%
INTC vs ISRG
+64.6%
-13.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.5% |
| 7D | -4.0% | +2.1% | -6.1% | -4.6% |
| 30D | -44.5% | +6.2% | -50.6% | -45.2% |
| 3M | -40.4% | +14.4% | -54.8% | -42.4% |
| 6M | -53.5% | 0.0% | -53.5% | -53.4% |
| YTD | +57.5% | -20.5% | +78.1% | +72.8% |
| 1Y | +51.2% | -21.9% | +73.1% | +67.1% |
| 3Y | +51.6% | +62.2% | -10.6% | +14.0% |
| All | +51.6% | +64.6% | -13.0% | +14.0% |
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