+43.4%
ISRG vs NXT
+181.9%
-138.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -4.6% |
| 7D | -5.2% | +2.9% | -8.0% | -5.4% |
| 30D | -7.6% | -17.2% | +9.7% | -6.4% |
| 3M | -16.4% | -32.0% | +15.6% | -14.3% |
| 6M | -28.6% | -15.8% | -12.8% | -28.6% |
| YTD | -38.2% | -1.9% | -36.3% | -39.1% |
| 1Y | -25.5% | +22.5% | -48.0% | -28.4% |
| 3Y | +17.4% | +100.5% | -83.1% | +4.0% |
| All | +43.4% | +181.9% | -138.5% | +21.1% |
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 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