+356.0%
ISRG vs NXPI
+193.7%
+162.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.8% | -3.9% |
| 7D | -5.2% | +0.7% | -5.8% | -5.4% |
| 30D | -7.6% | -6.6% | -1.0% | -5.4% |
| 3M | -16.4% | -25.4% | +9.1% | -8.5% |
| 6M | -28.6% | +11.9% | -40.5% | -34.9% |
| YTD | -38.2% | +4.0% | -42.2% | -42.3% |
| 1Y | -25.5% | +1.0% | -26.5% | -30.1% |
| 3Y | +17.4% | +16.3% | +1.1% | -1.1% |
| 5Y | -3.0% | +17.7% | -20.7% | -21.5% |
| 10Y | +356.0% | +195.8% | +160.1% | +148.9% |
| All | +356.0% | +193.7% | +162.3% | +148.9% |
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