+539.2%
ISRG vs INTU
+232.2%
+306.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | +5.6% | +10.1% | -4.5% | +0.2% |
| 3M | +10.5% | -4.2% | +14.7% | +11.9% |
| 6M | +2.6% | -7.2% | +9.9% | +2.1% |
| YTD | -21.7% | -47.7% | +26.0% | +5.6% |
| 1Y | -21.6% | -46.7% | +25.1% | +4.2% |
| 3Y | +57.0% | -34.1% | +91.1% | +75.6% |
| 5Y | +25.0% | -43.3% | +68.3% | +46.7% |
| All | +539.2% | +232.2% | +306.9% | +179.0% |
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