+62.2%
ISRG vs NVDX
+357.5%
-295.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.9% | +1.3% |
| 7D | -2.0% | -24.7% | +22.7% | +0.9% |
| 30D | +5.6% | -48.2% | +53.7% | +12.8% |
| 3M | +10.5% | -51.9% | +62.4% | +18.6% |
| 6M | +2.6% | -55.6% | +58.3% | +10.0% |
| YTD | -21.7% | -41.5% | +19.9% | -20.0% |
| 1Y | -21.6% | -44.0% | +22.4% | -19.7% |
| 3Y | +57.0% | +262.2% | -205.2% | +5.4% |
| All | +62.2% | +357.5% | -295.3% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling