+17.4%
ISRG vs NVT
+193.5%
-176.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.2% | -8.7% | -5.3% |
| 7D | -5.2% | +10.4% | -15.5% | -7.0% |
| 30D | -7.6% | -1.3% | -6.3% | -7.6% |
| 3M | -16.4% | -0.6% | -15.7% | -17.2% |
| 6M | -28.6% | +53.8% | -82.3% | -37.8% |
| YTD | -38.2% | +60.2% | -98.4% | -47.1% |
| 1Y | -25.5% | +76.8% | -102.3% | -38.6% |
| 3Y | +17.4% | +191.2% | -173.8% | -22.1% |
| All | +17.4% | +193.5% | -176.1% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 3y: compounded portfolio wealth divided by compounded NVT 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…
3y analysis · Full analysis span regression · 6 months rolling