-25.1%
ISRG vs ENTG
+72.6%
-97.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -4.5% |
| 7D | -5.2% | +8.9% | -14.1% | -5.3% |
| 30D | -7.6% | -7.2% | -0.3% | -7.5% |
| 3M | -16.4% | +6.4% | -22.8% | -18.0% |
| 6M | -28.6% | +25.7% | -54.2% | -31.8% |
| YTD | -38.2% | +67.9% | -106.0% | -42.8% |
| All | -25.1% | +72.6% | -97.7% | -32.1% |
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