+63.3%
ISRG vs INTU
-29.7%
+93.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.8% | +0.4% | -2.2% |
| 7D | +4.8% | +0.1% | +4.7% | +4.9% |
| 30D | +9.2% | +15.4% | -6.2% | +4.5% |
| 3M | +21.2% | +6.6% | +14.6% | +18.3% |
| 6M | +0.2% | -11.3% | +11.5% | +1.9% |
| YTD | -20.1% | -47.7% | +27.7% | +0.1% |
| 1Y | -17.3% | -47.0% | +29.7% | +2.6% |
| 3Y | +63.3% | -29.9% | +93.2% | +66.7% |
| All | +63.3% | -29.7% | +93.0% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling