+356.0%
ISRG vs EMR
+268.7%
+87.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.3% |
| 7D | -5.2% | +3.1% | -8.2% | -6.6% |
| 30D | -7.6% | -3.5% | -4.0% | -6.0% |
| 3M | -16.4% | +9.8% | -26.1% | -20.6% |
| 6M | -28.6% | +10.8% | -39.3% | -33.1% |
| YTD | -38.2% | +15.9% | -54.1% | -44.0% |
| 1Y | -25.5% | +16.4% | -41.9% | -33.0% |
| 3Y | +17.4% | +62.1% | -44.7% | -14.1% |
| 5Y | -3.0% | +62.9% | -65.9% | -30.0% |
| 10Y | +356.0% | +267.8% | +88.2% | +126.9% |
| All | +356.0% | +268.7% | +87.3% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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