+21.9%
ISRG vs NVD
-99.2%
+121.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.9% | -8.4% | -4.1% |
| 7D | -5.2% | -7.7% | +2.5% | -6.0% |
| 30D | -7.6% | -5.8% | -1.8% | -7.9% |
| 3M | -16.4% | -23.2% | +6.9% | -18.2% |
| 6M | -28.6% | -49.7% | +21.2% | -33.3% |
| YTD | -38.2% | -47.7% | +9.5% | -41.6% |
| 1Y | -25.5% | -61.3% | +35.8% | -31.7% |
| 3Y | +17.4% | -99.2% | +116.6% | -31.0% |
| All | +21.9% | -99.2% | +121.1% | -28.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling