-24.4%
ISRG vs NVD
-60.3%
+35.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +1.0% |
| 7D | -5.0% | +0.5% | -5.5% | -5.0% |
| 30D | -10.2% | -9.3% | -0.9% | -10.4% |
| 3M | -17.2% | -22.1% | +4.9% | -17.7% |
| 6M | -28.4% | -45.8% | +17.4% | -30.9% |
| YTD | -37.6% | -46.7% | +9.1% | -39.6% |
| 1Y | -24.4% | -59.5% | +35.0% | -25.9% |
| All | -24.4% | -60.3% | +35.9% | -25.9% |
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