+17,983.8%
ISRG vs NUE
+5,561.2%
+12,422.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -1.6% | +4.2% | -5.8% | -3.0% |
| 30D | -2.3% | -5.0% | +2.7% | -0.8% |
| 3M | -12.4% | -0.2% | -12.2% | -13.0% |
| 6M | -26.8% | +49.1% | -76.0% | -36.7% |
| YTD | -35.3% | +61.0% | -96.3% | -45.6% |
| 1Y | -19.3% | +82.5% | -101.9% | -35.4% |
| 3Y | +18.1% | +57.9% | -39.8% | -4.0% |
| 5Y | +2.6% | +146.6% | -143.9% | -31.0% |
| 10Y | +379.4% | +561.6% | -182.2% | +112.3% |
| All | +17,983.8% | +5,561.2% | +12,422.6% | +3,720.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling