+21,775.7%
ISRG vs NUE
+5,371.7%
+16,404.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +2.0% |
| 7D | -2.0% | +2.8% | -4.8% | -3.0% |
| 30D | +5.6% | -2.1% | +7.6% | +5.9% |
| 3M | +10.5% | -7.3% | +17.9% | +12.5% |
| 6M | +2.6% | +8.9% | -6.3% | -1.7% |
| YTD | -21.7% | +55.6% | -77.3% | -33.9% |
| 1Y | -21.6% | +74.7% | -96.2% | -36.4% |
| 3Y | +57.0% | +71.7% | -14.6% | +23.3% |
| 5Y | +25.0% | +141.2% | -116.2% | -15.5% |
| 10Y | +542.1% | +429.6% | +112.5% | +206.8% |
| All | +21,775.7% | +5,371.7% | +16,404.0% | +4,543.8% |
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