+19.2%
ISRG vs NET
+339.9%
-320.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.1% | -0.5% |
| 7D | -1.6% | -7.0% | +5.4% | -0.5% |
| 30D | -2.3% | -4.8% | +2.5% | -1.7% |
| 3M | -12.4% | +3.8% | -16.3% | -13.7% |
| 6M | -26.8% | +50.0% | -76.9% | -34.3% |
| YTD | -35.3% | +41.5% | -76.7% | -41.6% |
| 1Y | -19.3% | +32.8% | -52.2% | -26.8% |
| All | +19.2% | +339.9% | -320.8% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 3y: compounded portfolio wealth divided by compounded NET 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…
3y analysis · Full analysis span regression · 6 months rolling