-10.5%
ISRG vs NXT
+10.5%
-21.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +11.1% | -1.7% | +8.9% |
| 7D | +8.5% | +30.0% | -21.5% | +7.6% |
| 30D | +18.6% | +28.6% | -10.0% | +17.5% |
| 3M | +30.9% | +8.4% | +22.5% | +30.6% |
| 6M | +6.6% | -8.7% | +15.3% | +6.0% |
| YTD | -14.9% | +22.5% | -37.4% | -17.3% |
| 1Y | -10.5% | +6.9% | -17.4% | -12.1% |
| All | -10.5% | +10.5% | -21.0% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 1y: compounded portfolio wealth divided by compounded NXT 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…
1y analysis · Full analysis span regression · 6 months rolling