-10.5%
ISRG vs EQT
-3.4%
-7.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -3.2% | +12.6% | +9.3% |
| 7D | +8.5% | -6.6% | +15.1% | +8.6% |
| 30D | +18.6% | +2.7% | +15.9% | +18.4% |
| 3M | +30.9% | -0.2% | +31.1% | +30.6% |
| 6M | +6.6% | -10.6% | +17.2% | +8.1% |
| YTD | -14.9% | -1.2% | -13.7% | -15.1% |
| 1Y | -10.5% | -4.9% | -5.7% | -9.6% |
| All | -10.5% | -3.4% | -7.1% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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