+500.7%
ISRG vs INTU
+247.3%
+253.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.8% | +0.4% | -1.4% |
| 7D | +4.8% | +0.1% | +4.7% | +4.8% |
| 30D | +9.2% | +15.4% | -6.2% | +1.1% |
| 3M | +21.2% | +6.6% | +14.6% | +15.8% |
| 6M | +0.2% | -11.3% | +11.5% | +2.1% |
| YTD | -20.1% | -47.7% | +27.7% | +7.8% |
| 1Y | -17.3% | -47.0% | +29.7% | +10.1% |
| 3Y | +63.3% | -29.9% | +93.2% | +75.6% |
| 5Y | +24.1% | -42.2% | +66.3% | +43.7% |
| All | +500.7% | +247.3% | +253.4% | +171.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling