+2.0%
ISRG vs INTU
-38.8%
+40.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | +0.6% |
| 7D | -1.6% | -7.1% | +5.5% | +1.5% |
| 30D | -2.3% | +1.5% | -3.7% | -3.2% |
| 3M | -12.4% | +10.7% | -23.1% | -16.9% |
| 6M | -26.8% | -23.8% | -3.0% | -20.4% |
| YTD | -35.3% | -49.3% | +14.1% | -14.1% |
| 1Y | -19.3% | -49.7% | +30.3% | +7.0% |
| 3Y | +18.1% | -38.0% | +56.2% | +35.0% |
| All | +2.0% | -38.8% | +40.8% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling