+17,983.8%
ISRG vs INTU
+1,915.8%
+16,068.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | +0.3% |
| 7D | -1.6% | -7.1% | +5.5% | +0.9% |
| 30D | -2.3% | +1.5% | -3.7% | -3.0% |
| 3M | -12.4% | +10.7% | -23.1% | -15.9% |
| 6M | -26.8% | -23.8% | -3.0% | -21.9% |
| YTD | -35.3% | -49.3% | +14.1% | -20.9% |
| 1Y | -19.3% | -49.7% | +30.3% | -1.4% |
| 3Y | +18.1% | -38.0% | +56.2% | +32.5% |
| 5Y | +2.6% | -38.7% | +41.4% | +13.5% |
| 10Y | +379.4% | +221.3% | +158.1% | +231.0% |
| All | +17,983.8% | +1,915.8% | +16,068.0% | +8,457.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling