-19.9%
ISRG vs NUE
+83.1%
-103.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +3.0% | +2.1% |
| 7D | -2.5% | -2.7% | +0.1% | -2.5% |
| 30D | -10.2% | -6.1% | -4.1% | -10.2% |
| 3M | -12.5% | +2.2% | -14.7% | -12.5% |
| 6M | -25.8% | +50.8% | -76.6% | -26.7% |
| YTD | -36.4% | +57.5% | -93.9% | -36.7% |
| 1Y | -19.9% | +82.5% | -102.4% | -20.9% |
| All | -19.9% | +83.1% | -103.0% | -20.9% |
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