+63.3%
ISRG vs NXPI
+43.5%
+19.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -4.9% | -3.7% |
| 7D | +4.8% | -4.4% | +9.2% | +5.8% |
| 30D | +9.2% | +5.6% | +3.7% | +7.8% |
| 3M | +21.2% | +7.6% | +13.6% | +18.8% |
| 6M | +0.2% | -17.6% | +17.8% | +3.2% |
| YTD | -20.1% | +15.9% | -35.9% | -26.8% |
| 1Y | -17.3% | +22.4% | -39.7% | -25.9% |
| 3Y | +63.3% | +43.2% | +20.1% | +28.6% |
| All | +63.3% | +43.5% | +19.8% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling