+280.0%
ISRG vs FND
+57.3%
+222.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | -5.0% | -0.8% | -4.2% | -4.8% |
| 30D | -10.2% | -19.6% | +9.4% | -5.0% |
| 3M | -17.2% | -4.3% | -12.9% | -17.0% |
| 6M | -28.4% | -20.4% | -8.0% | -25.2% |
| YTD | -37.6% | -21.9% | -15.8% | -34.9% |
| 1Y | -24.4% | -45.2% | +20.7% | -13.7% |
| 3Y | +18.4% | -49.2% | +67.7% | +32.1% |
| 5Y | -1.0% | -61.8% | +60.8% | +13.8% |
| All | +280.0% | +57.3% | +222.7% | +208.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FND 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling