+5.7%
ISRG vs NVMI
+263.1%
-257.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.6% |
| 7D | -2.5% | +3.8% | -6.3% | -3.5% |
| 30D | -10.2% | -7.6% | -2.6% | -8.7% |
| 3M | -12.5% | -28.0% | +15.5% | -7.0% |
| 6M | -25.8% | -15.3% | -10.5% | -26.2% |
| YTD | -36.4% | +11.5% | -47.8% | -42.6% |
| 1Y | -19.9% | +31.6% | -51.5% | -32.4% |
| 3Y | +20.9% | +207.0% | -186.1% | -32.9% |
| 5Y | +5.7% | +262.8% | -257.2% | -47.2% |
| All | +5.7% | +263.1% | -257.4% | -47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling