+167.4%
INTC vs ISRG
+18,108.6%
-17,941.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.4% | +4.7% |
| 7D | +7.1% | -1.6% | +8.7% | +7.4% |
| 30D | -5.2% | -2.3% | -2.9% | -4.9% |
| 3M | -14.3% | -12.4% | -1.9% | -12.8% |
| 6M | +110.2% | -26.8% | +137.0% | +120.9% |
| YTD | +159.6% | -35.3% | +194.9% | +179.3% |
| 1Y | +289.3% | -19.3% | +308.6% | +299.0% |
| 3Y | +166.1% | +18.1% | +147.9% | +152.8% |
| 5Y | +94.4% | +2.6% | +91.7% | +87.5% |
| 10Y | +227.7% | +379.4% | -151.7% | +146.0% |
| All | +167.4% | +18,108.6% | -17,941.1% | +31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling