+63.3%
ISRG vs GE
+277.0%
-213.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.7% | -6.1% | -4.2% |
| 7D | +4.8% | +7.1% | -2.3% | +2.5% |
| 30D | +9.2% | +6.5% | +2.8% | +6.9% |
| 3M | +21.2% | -13.6% | +34.7% | +26.9% |
| 6M | +0.2% | +6.0% | -5.7% | -2.7% |
| YTD | -20.1% | +5.4% | -25.4% | -23.0% |
| 1Y | -17.3% | +6.5% | -23.8% | -20.8% |
| 3Y | +63.3% | +268.6% | -205.3% | -19.1% |
| All | +63.3% | +277.0% | -213.7% | -19.1% |
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