+23.9%
ISRG vs NDAQ
+60.8%
-36.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.5% |
| 7D | +4.8% | +0.8% | +4.0% | +4.4% |
| 30D | +9.2% | +16.5% | -7.3% | -0.9% |
| 3M | +21.2% | +13.5% | +7.7% | +11.5% |
| 6M | +0.2% | +20.9% | -20.7% | -11.5% |
| YTD | -20.1% | +11.4% | -31.5% | -26.2% |
| 1Y | -17.3% | +25.9% | -43.3% | -30.1% |
| 3Y | +63.3% | +119.9% | -56.5% | -11.1% |
| All | +23.9% | +60.8% | -36.9% | -15.6% |
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