+17,168.2%
ISRG vs EQT
+1,090.8%
+16,077.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | -5.2% | -0.8% | -4.3% | -5.0% |
| 30D | -7.6% | +6.6% | -14.2% | -9.0% |
| 3M | -16.4% | +4.4% | -20.7% | -17.5% |
| 6M | -28.6% | -10.5% | -18.1% | -27.1% |
| YTD | -38.2% | +3.7% | -41.9% | -39.2% |
| 1Y | -25.5% | +9.9% | -35.4% | -28.1% |
| 3Y | +17.4% | +35.4% | -17.9% | +5.5% |
| 5Y | -3.0% | +189.2% | -192.1% | -31.3% |
| 10Y | +356.0% | +50.7% | +305.3% | +233.0% |
| All | +17,168.2% | +1,090.8% | +16,077.3% | +5,106.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling