+31.0%
ISRG vs NVDL
+2,476.2%
-2,445.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.4% |
| 7D | +0.7% | -10.3% | +11.0% | +1.9% |
| 30D | -8.0% | -7.1% | -0.9% | -7.5% |
| 3M | -10.6% | +6.6% | -17.2% | -12.2% |
| 6M | -25.1% | +21.1% | -46.2% | -28.4% |
| YTD | -34.8% | +15.2% | -50.0% | -37.6% |
| 1Y | -19.0% | +18.8% | -37.8% | -23.6% |
| 3Y | +22.1% | +649.9% | -627.8% | -17.0% |
| All | +31.0% | +2,476.2% | -2,445.2% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded NVDL 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling