+23.4%
ISRG vs GE
+282.6%
-259.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | -1.6% | -1.6% | 0.0% | -1.1% |
| 30D | -2.3% | -11.6% | +9.3% | +1.8% |
| 3M | -12.4% | +3.0% | -15.5% | -13.8% |
| 6M | -26.8% | -0.5% | -26.3% | -27.3% |
| YTD | -35.3% | +9.7% | -45.0% | -38.3% |
| 1Y | -19.3% | +20.0% | -39.4% | -26.4% |
| All | +23.4% | +282.6% | -259.2% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling