+80.1%
ISRG vs NXT
+208.8%
-128.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.9% | +4.8% | -1.6% |
| 7D | -6.1% | -6.0% | -0.1% | -5.7% |
| 30D | +4.2% | +5.4% | -1.2% | +3.8% |
| 3M | +9.6% | -9.7% | +19.3% | +10.2% |
| 6M | +1.9% | -25.3% | +27.2% | +3.1% |
| YTD | -22.3% | +7.5% | -29.8% | -24.1% |
| 1Y | -23.2% | -3.0% | -20.1% | -24.4% |
| 3Y | +58.5% | +171.4% | -112.9% | +36.5% |
| All | +80.1% | +208.8% | -128.7% | +51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling