+550.7%
ISRG vs NXPI
+218.4%
+332.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.0% | -3.2% | -1.2% |
| 7D | -6.8% | +1.7% | -8.5% | -7.4% |
| 30D | +5.1% | +19.7% | -14.6% | -1.6% |
| 3M | +12.0% | +14.5% | -2.5% | +6.1% |
| 6M | +7.0% | -11.2% | +18.2% | +8.9% |
| YTD | -20.6% | +25.8% | -46.4% | -31.3% |
| 1Y | -21.4% | +35.2% | -56.6% | -34.2% |
| 3Y | +62.0% | +52.3% | +9.7% | +22.3% |
| 5Y | +28.1% | +34.8% | -6.7% | -1.8% |
| 10Y | +550.7% | +214.4% | +336.3% | +208.3% |
| All | +550.7% | +218.4% | +332.3% | +208.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 10y: compounded portfolio wealth divided by compounded NXPI 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…
10y analysis · Full analysis span regression · 6 months rolling