+16.8%
ISRG vs NUE
+60.7%
-43.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.8% |
| 7D | -5.0% | -2.3% | -2.7% | -4.6% |
| 30D | -10.2% | -6.1% | -4.1% | -9.2% |
| 3M | -17.2% | +1.7% | -18.9% | -17.7% |
| 6M | -28.4% | +53.1% | -81.5% | -35.1% |
| YTD | -37.6% | +59.0% | -96.7% | -44.1% |
| 1Y | -24.4% | +85.3% | -109.8% | -35.1% |
| All | +16.8% | +60.7% | -43.9% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling