+537.3%
ISRG vs ENTG
+753.2%
-215.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.0% |
| 7D | +2.1% | -9.3% | +11.4% | +4.4% |
| 30D | +6.2% | -16.4% | +22.5% | +10.1% |
| 3M | +14.4% | -3.8% | +18.3% | +12.6% |
| 6M | 0.0% | -6.9% | +6.9% | -5.2% |
| YTD | -20.5% | +65.0% | -85.5% | -40.0% |
| 1Y | -21.9% | +61.7% | -83.6% | -41.0% |
| 3Y | +62.2% | +46.6% | +15.5% | +16.1% |
| 5Y | +25.2% | -2.7% | +27.9% | -1.2% |
| 10Y | +537.3% | +743.3% | -206.0% | +110.5% |
| All | +537.3% | +753.2% | -215.9% | +110.5% |
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