-10.5%
ISRG vs ENTG
+63.3%
-73.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -6.5% | +15.9% | +9.2% |
| 7D | +8.5% | -10.3% | +18.9% | +8.3% |
| 30D | +18.6% | -14.4% | +33.0% | +18.5% |
| 3M | +30.9% | -1.1% | +32.0% | +30.7% |
| 6M | +6.6% | +3.0% | +3.6% | +4.4% |
| YTD | -14.9% | +70.1% | -85.0% | -22.8% |
| 1Y | -10.5% | +65.7% | -76.3% | -19.1% |
| All | -10.5% | +63.3% | -73.9% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 1y: compounded portfolio wealth divided by compounded ENTG 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…
1y analysis · Full analysis span regression · 6 months rolling