+16.8%
ISRG vs EQT
+33.4%
-16.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | -5.0% | -2.0% | -3.0% | -4.7% |
| 30D | -10.2% | +1.0% | -11.2% | -10.4% |
| 3M | -17.2% | +4.0% | -21.2% | -17.9% |
| 6M | -28.4% | -11.7% | -16.7% | -26.9% |
| YTD | -37.6% | +2.8% | -40.4% | -38.3% |
| 1Y | -24.4% | +10.0% | -34.4% | -26.8% |
| All | +16.8% | +33.4% | -16.5% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling