+22,612.5%
ISRG vs GE
+149.2%
+22,463.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.8% | -2.1% | +0.2% |
| 7D | +5.4% | +6.3% | -0.8% | +3.0% |
| 30D | +8.6% | +8.9% | -0.2% | +4.9% |
| 3M | +21.6% | -9.2% | +30.8% | +25.6% |
| 6M | +2.3% | +13.2% | -10.9% | -3.5% |
| YTD | -18.7% | +9.4% | -28.1% | -23.1% |
| 1Y | -17.8% | +9.8% | -27.5% | -22.5% |
| 3Y | +69.1% | +278.2% | -209.1% | -4.1% |
| 5Y | +26.5% | +396.0% | -369.5% | -36.5% |
| 10Y | +536.3% | +162.4% | +373.9% | +266.6% |
| All | +22,612.5% | +149.2% | +22,463.3% | +10,428.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling