+17,168.2%
ISRG vs NI
+1,568.1%
+15,600.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -5.1% |
| 7D | -5.2% | +2.3% | -7.5% | -6.2% |
| 30D | -7.6% | -1.7% | -5.9% | -7.0% |
| 3M | -16.4% | -8.0% | -8.3% | -13.5% |
| 6M | -28.6% | -8.6% | -19.9% | -26.1% |
| YTD | -38.2% | +2.3% | -40.5% | -39.3% |
| 1Y | -25.5% | +6.9% | -32.4% | -28.4% |
| 3Y | +17.4% | +70.6% | -53.1% | -9.6% |
| 5Y | -3.0% | +96.4% | -99.4% | -30.4% |
| 10Y | +356.0% | +136.1% | +219.8% | +188.7% |
| All | +17,168.2% | +1,568.1% | +15,600.0% | +4,960.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling