+386.2%
ISRG vs EQT
+50.4%
+335.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +2.6% |
| 7D | +0.7% | -2.0% | +2.7% | +0.9% |
| 30D | -8.0% | 0.0% | -8.0% | -8.0% |
| 3M | -10.6% | +5.9% | -16.5% | -11.4% |
| 6M | -25.1% | -14.8% | -10.3% | -23.9% |
| YTD | -34.8% | +1.8% | -36.6% | -35.2% |
| 1Y | -19.0% | +7.4% | -26.4% | -20.2% |
| 3Y | +22.1% | +33.6% | -11.5% | +16.4% |
| 5Y | +8.2% | +199.3% | -191.1% | -5.5% |
| All | +386.2% | +50.4% | +335.8% | +302.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling