-19.3%
ISRG vs NVTS
+109.2%
-128.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.3% | -7.2% | -0.9% |
| 7D | -1.6% | +2.7% | -4.3% | -1.6% |
| 30D | -2.3% | -4.5% | +2.2% | -2.3% |
| 3M | -12.4% | -61.5% | +49.1% | -11.6% |
| 6M | -26.8% | +28.0% | -54.8% | -28.6% |
| YTD | -35.3% | +65.3% | -100.5% | -36.8% |
| 1Y | -19.3% | +113.0% | -132.3% | -28.1% |
| All | -19.3% | +109.2% | -128.5% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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