-21.6%
ISRG vs NUE
+70.9%
-92.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +0.8% |
| 7D | -2.0% | +2.8% | -4.8% | -2.1% |
| 30D | +5.6% | -2.1% | +7.6% | +5.5% |
| 3M | +10.5% | -7.3% | +17.9% | +10.3% |
| 6M | +2.6% | +8.9% | -6.3% | +1.9% |
| YTD | -21.7% | +55.6% | -77.3% | -23.0% |
| 1Y | -21.6% | +74.7% | -96.2% | -24.2% |
| All | -21.6% | +70.9% | -92.5% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling