+17,168.2%
ISRG vs NVO
+4,327.7%
+12,840.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -3.5% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -7.6% | -3.2% | -4.3% | -6.7% |
| 3M | -16.4% | +11.5% | -27.9% | -19.4% |
| 6M | -28.6% | +22.9% | -51.5% | -33.4% |
| YTD | -38.2% | -6.8% | -31.4% | -38.2% |
| 1Y | -25.5% | -12.6% | -12.8% | -24.7% |
| 3Y | +17.4% | -49.6% | +67.0% | +34.3% |
| 5Y | -3.0% | +0.6% | -3.5% | -15.8% |
| 10Y | +356.0% | +148.3% | +207.7% | +181.5% |
| All | +17,168.2% | +4,327.7% | +12,840.5% | +4,272.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded NVO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling