+17,983.8%
ISRG vs GE
+150.0%
+17,833.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.3% |
| 7D | -1.6% | -1.6% | 0.0% | -1.0% |
| 30D | -2.3% | -11.6% | +9.3% | +2.3% |
| 3M | -12.4% | +3.0% | -15.5% | -13.9% |
| 6M | -26.8% | -0.5% | -26.3% | -27.6% |
| YTD | -35.3% | +9.7% | -45.0% | -38.6% |
| 1Y | -19.3% | +20.0% | -39.4% | -26.6% |
| 3Y | +18.1% | +275.8% | -257.7% | -32.8% |
| 5Y | +2.6% | +429.1% | -426.4% | -49.7% |
| 10Y | +379.4% | +151.2% | +228.3% | +182.6% |
| All | +17,983.8% | +150.0% | +17,833.8% | +8,300.4% |
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