+25.5%
ISRG vs NDAQ
+66.7%
-41.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -2.0% | +1.3% | -3.3% | -2.8% |
| 30D | +5.6% | +18.0% | -12.4% | -5.0% |
| 3M | +10.5% | +11.5% | -1.0% | +2.9% |
| 6M | +2.6% | +21.1% | -18.5% | -9.5% |
| YTD | -21.7% | +12.8% | -34.5% | -28.3% |
| 1Y | -21.6% | +25.7% | -47.3% | -33.5% |
| 3Y | +57.0% | +116.8% | -59.8% | -13.4% |
| All | +25.5% | +66.7% | -41.2% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling