+21,593.2%
ISRG vs NUE
+5,567.7%
+16,025.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -6.1% | +6.1% | -12.2% | -8.0% |
| 30D | +4.2% | +2.7% | +1.5% | +3.0% |
| 3M | +9.6% | -3.8% | +13.5% | +10.2% |
| 6M | +1.9% | +14.0% | -12.1% | -3.9% |
| YTD | -22.3% | +61.2% | -83.5% | -35.1% |
| 1Y | -23.2% | +77.8% | -100.9% | -38.0% |
| 3Y | +58.5% | +78.2% | -19.7% | +23.0% |
| 5Y | +23.9% | +149.8% | -125.9% | -17.1% |
| 10Y | +536.7% | +448.6% | +88.2% | +200.9% |
| All | +21,593.2% | +5,567.7% | +16,025.5% | +4,454.1% |
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