+537.3%
ISRG vs INTU
+236.7%
+300.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -2.9% | -2.6% |
| 7D | +2.1% | -1.2% | +3.3% | +2.9% |
| 30D | +6.2% | +12.4% | -6.3% | -0.4% |
| 3M | +14.4% | +2.3% | +12.1% | +11.7% |
| 6M | 0.0% | -13.3% | +13.3% | +3.2% |
| YTD | -20.5% | -47.9% | +27.3% | +7.3% |
| 1Y | -21.9% | -47.2% | +25.3% | +4.2% |
| 3Y | +62.2% | -33.9% | +96.1% | +80.9% |
| 5Y | +25.2% | -41.3% | +66.5% | +43.4% |
| 10Y | +537.3% | +237.9% | +299.4% | +185.8% |
| All | +537.3% | +236.7% | +300.6% | +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