+550.7%
ISRG vs INTU
+240.8%
+309.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.4% |
| 7D | -6.8% | -3.9% | -2.8% | -4.8% |
| 30D | +5.1% | +12.0% | -6.9% | -1.2% |
| 3M | +12.0% | +2.3% | +9.7% | +9.4% |
| 6M | +7.0% | -12.1% | +19.1% | +9.6% |
| YTD | -20.6% | -47.5% | +26.9% | +6.8% |
| 1Y | -21.4% | -46.9% | +25.5% | +4.6% |
| 3Y | +62.0% | -33.5% | +95.5% | +80.1% |
| 5Y | +28.1% | -41.2% | +69.4% | +46.8% |
| 10Y | +550.7% | +233.5% | +317.2% | +185.8% |
| All | +550.7% | +240.8% | +309.9% | +185.8% |
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