+2.0%
ISRG vs NXPI
+16.8%
-14.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -1.2% |
| 7D | -1.6% | +1.9% | -3.5% | -2.2% |
| 30D | -2.3% | -1.4% | -0.8% | -1.9% |
| 3M | -12.4% | -29.1% | +16.6% | -3.5% |
| 6M | -26.8% | +6.2% | -33.0% | -32.0% |
| YTD | -35.3% | +5.9% | -41.1% | -40.1% |
| 1Y | -19.3% | +2.9% | -22.2% | -25.0% |
| 3Y | +18.1% | +14.5% | +3.6% | -1.8% |
| All | +2.0% | +16.8% | -14.8% | -21.0% |
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