+26.5%
ISRG vs INTU
-42.9%
+69.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.1% |
| 7D | +5.4% | -3.9% | +9.4% | +7.3% |
| 30D | +8.6% | +11.7% | -3.1% | +3.5% |
| 3M | +21.6% | +4.5% | +17.1% | +18.4% |
| 6M | +2.3% | -13.9% | +16.2% | +5.8% |
| YTD | -18.7% | -48.2% | +29.5% | +6.3% |
| 1Y | -17.8% | -47.1% | +29.4% | +6.0% |
| 3Y | +69.1% | -32.5% | +101.6% | +84.1% |
| 5Y | +26.5% | -42.6% | +69.0% | +40.2% |
| All | +26.5% | -42.9% | +69.3% | +40.2% |
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