+533.8%
ISRG vs NI
+196.3%
+337.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.4% |
| 7D | -6.1% | +3.1% | -9.2% | -7.3% |
| 30D | +4.2% | +11.2% | -6.9% | -0.3% |
| 3M | +9.6% | +9.8% | -0.2% | +5.2% |
| 6M | +1.9% | -1.6% | +3.5% | +2.2% |
| YTD | -22.3% | +12.6% | -35.0% | -26.9% |
| 1Y | -23.2% | +7.8% | -30.9% | -26.3% |
| 3Y | +58.5% | +100.5% | -42.0% | +14.6% |
| 5Y | +23.9% | +114.4% | -90.5% | -13.8% |
| All | +533.8% | +196.3% | +337.6% | +301.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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