+23,005.1%
ISRG vs INTU
+2,060.0%
+20,945.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | +4.4% | +7.1% | -2.7% | +2.0% |
| 30D | +15.8% | +23.0% | -7.3% | +7.7% |
| 3M | +24.9% | +8.7% | +16.2% | +20.5% |
| 6M | +3.8% | -10.1% | +13.9% | +4.9% |
| YTD | -17.3% | -45.7% | +28.4% | -1.7% |
| 1Y | -14.6% | -45.1% | +30.5% | +0.9% |
| 3Y | +68.2% | -26.9% | +95.1% | +77.5% |
| 5Y | +28.4% | -40.0% | +68.3% | +42.1% |
| 10Y | +528.0% | +265.4% | +262.6% | +315.4% |
| All | +23,005.1% | +2,060.0% | +20,945.1% | +10,532.4% |
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