+25.5%
ISRG vs NXPI
+31.5%
-6.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.1% |
| 7D | -2.0% | +6.8% | -8.8% | -4.0% |
| 30D | +5.6% | +20.0% | -14.5% | -0.5% |
| 3M | +10.5% | +14.8% | -4.3% | +5.3% |
| 6M | +2.6% | -10.5% | +13.1% | +4.1% |
| YTD | -21.7% | +23.7% | -45.4% | -31.4% |
| 1Y | -21.6% | +34.1% | -55.6% | -33.8% |
| 3Y | +57.0% | +51.2% | +5.8% | +16.4% |
| All | +25.5% | +31.5% | -6.0% | -7.3% |
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 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