+21,775.7%
ISRG vs NI
+1,745.7%
+20,029.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -2.0% | +4.3% | -6.3% | -3.9% |
| 30D | +5.6% | +12.4% | -6.8% | +0.2% |
| 3M | +10.5% | +10.2% | +0.4% | +5.7% |
| 6M | +2.6% | -0.8% | +3.4% | +2.5% |
| YTD | -21.7% | +13.2% | -34.9% | -26.6% |
| 1Y | -21.6% | +10.1% | -31.6% | -25.6% |
| 3Y | +57.0% | +103.1% | -46.1% | +12.2% |
| 5Y | +25.0% | +115.5% | -90.6% | -14.0% |
| 10Y | +542.1% | +195.5% | +346.6% | +268.0% |
| All | +21,775.7% | +1,745.7% | +20,029.9% | +6,024.5% |
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