-10.5%
ISRG vs NVMI
-11.6%
+1.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -2.4% | +11.8% | +9.4% |
| 7D | +8.5% | -11.8% | +20.3% | +8.5% |
| 30D | +18.6% | -24.8% | +43.4% | +18.7% |
| 3M | +30.9% | -28.6% | +59.5% | +31.1% |
| 6M | +6.6% | -40.0% | +46.6% | +5.9% |
| YTD | -14.9% | -10.1% | -4.8% | -21.5% |
| 1Y | -10.5% | -9.8% | -0.8% | -17.9% |
| All | -10.5% | -11.6% | +1.1% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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