-19.3%
ISRG vs NVD
-61.9%
+42.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | -0.9% |
| 7D | -1.6% | -11.1% | +9.5% | -2.0% |
| 30D | -2.3% | -13.3% | +11.0% | -2.7% |
| 3M | -12.4% | -19.8% | +7.4% | -12.6% |
| 6M | -26.8% | -48.8% | +22.0% | -29.3% |
| YTD | -35.3% | -49.7% | +14.4% | -37.3% |
| 1Y | -19.3% | -61.4% | +42.0% | -20.1% |
| All | -19.3% | -61.9% | +42.6% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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