+16.8%
ISRG vs NTRA
+510.2%
-493.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.4% |
| 7D | -5.0% | +1.6% | -6.6% | -5.4% |
| 30D | -10.2% | +3.8% | -14.0% | -11.2% |
| 3M | -17.2% | +48.2% | -65.4% | -27.0% |
| 6M | -28.4% | +61.0% | -89.4% | -39.1% |
| YTD | -37.6% | +44.2% | -81.8% | -45.3% |
| 1Y | -24.4% | +87.3% | -111.7% | -39.2% |
| All | +16.8% | +510.2% | -493.4% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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