+63.3%
ISRG vs NXT
+181.6%
-118.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.3% | -8.7% | -3.7% |
| 7D | +4.8% | +32.2% | -27.4% | +3.1% |
| 30D | +9.2% | +21.9% | -12.7% | +7.9% |
| 3M | +21.2% | +6.6% | +14.6% | +20.5% |
| 6M | +0.2% | -16.8% | +17.0% | +0.7% |
| YTD | -20.1% | +20.4% | -40.5% | -22.2% |
| 1Y | -17.3% | -1.5% | -15.8% | -18.5% |
| 3Y | +63.3% | +182.4% | -119.1% | +42.4% |
| All | +63.3% | +181.6% | -118.3% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling