+22,229.9%
ISRG vs GE
+140.1%
+22,089.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.7% | -6.1% | -4.4% |
| 7D | +4.8% | +7.1% | -2.3% | +2.0% |
| 30D | +9.2% | +6.5% | +2.8% | +6.4% |
| 3M | +21.2% | -13.6% | +34.7% | +27.6% |
| 6M | +0.2% | +6.0% | -5.7% | -3.0% |
| YTD | -20.1% | +5.4% | -25.4% | -23.3% |
| 1Y | -17.3% | +6.5% | -23.8% | -21.1% |
| 3Y | +63.3% | +268.6% | -205.3% | -6.5% |
| 5Y | +24.1% | +389.0% | -365.0% | -37.4% |
| 10Y | +507.0% | +163.3% | +343.6% | +248.1% |
| All | +22,229.9% | +140.1% | +22,089.8% | +10,402.7% |
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