-20.9%
ISRG vs EQT
+9.6%
-30.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +2.0% |
| 7D | -2.5% | -1.2% | -1.4% | -2.5% |
| 30D | -10.2% | +1.1% | -11.2% | -10.2% |
| 3M | -12.5% | +4.8% | -17.3% | -12.5% |
| 6M | -25.8% | -10.6% | -15.2% | -25.2% |
| YTD | -36.4% | +3.4% | -39.8% | -36.1% |
| All | -20.9% | +9.6% | -30.5% | -19.9% |
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