-20.1%
ISRG vs NXT
-3.7%
-16.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.4% | +15.1% | -9.7% | +4.9% |
| 30D | +8.6% | +21.8% | -13.2% | +8.0% |
| 3M | +21.6% | +1.6% | +20.0% | +21.7% |
| 6M | +2.3% | -16.7% | +19.0% | +2.5% |
| YTD | -18.7% | +20.4% | -39.1% | -20.3% |
| All | -20.1% | -3.7% | -16.4% | -20.9% |
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