+29.2%
ISRG vs NVDX
+815.5%
-786.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.1% |
| 7D | -5.0% | -0.9% | -4.1% | -4.9% |
| 30D | -10.2% | +3.0% | -13.2% | -10.8% |
| 3M | -17.2% | +6.8% | -24.0% | -18.7% |
| 6M | -28.4% | +28.6% | -57.0% | -32.2% |
| YTD | -37.6% | +17.0% | -54.6% | -40.5% |
| 1Y | -24.4% | +27.0% | -51.5% | -29.5% |
| All | +29.2% | +815.5% | -786.4% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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