-10.5%
ISRG vs NVS
+37.6%
-48.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.6% | +5.8% | +8.1% |
| 7D | +8.5% | +5.7% | +2.8% | +6.5% |
| 30D | +18.6% | +17.1% | +1.5% | +12.3% |
| 3M | +30.9% | +7.6% | +23.3% | +27.2% |
| 6M | +6.6% | +14.1% | -7.5% | +0.6% |
| YTD | -14.9% | +23.3% | -38.2% | -22.4% |
| 1Y | -10.5% | +36.0% | -46.5% | -21.1% |
| All | -10.5% | +37.6% | -48.2% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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