+536.3%
ISRG vs NDAQ
+484.3%
+52.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +0.9% |
| 7D | +5.4% | -0.1% | +5.5% | +5.6% |
| 30D | +8.6% | +15.9% | -7.2% | -1.5% |
| 3M | +21.6% | +15.1% | +6.5% | +10.4% |
| 6M | +2.3% | +22.9% | -20.6% | -11.2% |
| YTD | -18.7% | +12.8% | -31.5% | -26.2% |
| 1Y | -17.8% | +26.0% | -43.8% | -30.9% |
| 3Y | +69.1% | +119.7% | -50.6% | -5.8% |
| 5Y | +26.5% | +65.4% | -38.9% | -15.0% |
| 10Y | +536.3% | +469.3% | +67.0% | +106.4% |
| All | +536.3% | +484.3% | +52.0% | +106.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling