-19.3%
ISRG vs NDAQ
+4.3%
-23.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.0% | -0.2% |
| 7D | -1.6% | -2.4% | +0.9% | -0.7% |
| 30D | -2.3% | +2.5% | -4.7% | -3.2% |
| 3M | -12.4% | +9.9% | -22.4% | -14.9% |
| 6M | -26.8% | +9.4% | -36.3% | -28.9% |
| YTD | -35.3% | +0.4% | -35.7% | -36.1% |
| 1Y | -19.3% | +4.0% | -23.4% | -20.5% |
| All | -19.3% | +4.3% | -23.6% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling