+23.9%
ISRG vs NXPI
+21.7%
+2.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -4.9% | -3.8% |
| 7D | +4.8% | -4.4% | +9.2% | +6.2% |
| 30D | +9.2% | +5.6% | +3.7% | +7.1% |
| 3M | +21.2% | +7.6% | +13.6% | +17.7% |
| 6M | +0.2% | -17.6% | +17.8% | +4.2% |
| YTD | -20.1% | +15.9% | -35.9% | -28.5% |
| 1Y | -17.3% | +22.4% | -39.7% | -28.0% |
| 3Y | +63.3% | +43.2% | +20.1% | +23.0% |
| All | +23.9% | +21.7% | +2.2% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling