+356.0%
ISRG vs ENTG
+761.6%
-405.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -5.0% |
| 7D | -5.2% | +8.9% | -14.1% | -7.7% |
| 30D | -7.6% | -7.2% | -0.3% | -6.1% |
| 3M | -16.4% | +6.4% | -22.8% | -21.9% |
| 6M | -28.6% | +25.7% | -54.2% | -38.3% |
| YTD | -38.2% | +67.9% | -106.0% | -52.5% |
| 1Y | -25.5% | +72.4% | -97.9% | -44.5% |
| 3Y | +17.4% | +48.4% | -31.0% | -14.7% |
| 5Y | -3.0% | +20.1% | -23.0% | -28.6% |
| 10Y | +356.0% | +768.1% | -412.2% | +60.1% |
| All | +356.0% | +761.6% | -405.6% | +60.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling