-25.5%
ISRG vs GE
+20.2%
-45.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.4% |
| 7D | -5.2% | +1.2% | -6.3% | -5.3% |
| 30D | -7.6% | -9.5% | +1.9% | -6.1% |
| 3M | -16.4% | +4.1% | -20.5% | -17.1% |
| 6M | -28.6% | +3.9% | -32.5% | -29.5% |
| YTD | -38.2% | +9.0% | -47.2% | -38.9% |
| 1Y | -25.5% | +21.9% | -47.4% | -25.6% |
| All | -25.5% | +20.2% | -45.7% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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