+1,126.9%
ISRG vs NXPI
+2,077.5%
-950.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -4.9% | -3.8% |
| 7D | +4.8% | -4.4% | +9.2% | +6.1% |
| 30D | +9.2% | +5.6% | +3.7% | +7.3% |
| 3M | +21.2% | +7.6% | +13.6% | +18.1% |
| 6M | +0.2% | -17.6% | +17.8% | +3.6% |
| YTD | -20.1% | +15.9% | -35.9% | -26.5% |
| 1Y | -17.3% | +22.4% | -39.7% | -25.4% |
| 3Y | +63.3% | +43.2% | +20.1% | +36.3% |
| 5Y | +24.1% | +21.4% | +2.7% | +6.4% |
| 10Y | +507.0% | +186.8% | +320.2% | +298.4% |
| All | +1,126.9% | +2,077.5% | -950.6% | +367.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling