+24,840.0%
ISRG vs NDAQ
+2,593.6%
+22,246.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.6% | -3.5% |
| 7D | +4.8% | +0.8% | +4.0% | +4.6% |
| 30D | +9.2% | +16.5% | -7.3% | +3.5% |
| 3M | +21.2% | +13.5% | +7.7% | +15.7% |
| 6M | +0.2% | +20.9% | -20.7% | -6.4% |
| YTD | -20.1% | +11.4% | -31.5% | -23.5% |
| 1Y | -17.3% | +25.9% | -43.3% | -24.3% |
| 3Y | +63.3% | +119.9% | -56.5% | +23.0% |
| 5Y | +24.1% | +61.7% | -37.7% | +3.9% |
| 10Y | +507.0% | +481.6% | +25.4% | +243.1% |
| All | +24,840.0% | +2,593.6% | +22,246.4% | +12,155.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling