+26.5%
ISRG vs ENTG
-3.9%
+30.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.4% | -7.7% | -0.2% |
| 7D | +5.4% | -7.6% | +13.0% | +6.7% |
| 30D | +8.6% | -15.5% | +24.1% | +11.4% |
| 3M | +21.6% | -7.8% | +29.4% | +21.3% |
| 6M | +2.3% | -5.9% | +8.3% | -1.9% |
| YTD | -18.7% | +66.7% | -85.4% | -35.6% |
| 1Y | -17.8% | +62.1% | -79.8% | -34.6% |
| 3Y | +69.1% | +56.3% | +12.8% | +25.4% |
| 5Y | +26.5% | -3.8% | +30.3% | +7.4% |
| All | +26.5% | -3.9% | +30.4% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling