+356.0%
ISRG vs EL
+31.4%
+324.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -3.8% |
| 7D | -5.2% | +1.7% | -6.9% | -5.7% |
| 30D | -7.6% | +15.5% | -23.1% | -12.2% |
| 3M | -16.4% | +20.6% | -36.9% | -21.7% |
| 6M | -28.6% | +10.5% | -39.0% | -32.0% |
| YTD | -38.2% | -1.9% | -36.3% | -39.7% |
| 1Y | -25.5% | +16.1% | -41.6% | -32.1% |
| 3Y | +17.4% | -30.2% | +47.6% | +19.8% |
| 5Y | -3.0% | -67.4% | +64.4% | +41.1% |
| 10Y | +356.0% | +31.2% | +324.7% | +295.4% |
| All | +356.0% | +31.4% | +324.6% | +295.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling