-21.9%
ISRG vs QID
-19.3%
-2.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.1% |
| 7D | +2.1% | +1.8% | +0.3% | +2.7% |
| 30D | +6.2% | +21.6% | -15.5% | +10.3% |
| 3M | +14.4% | +12.6% | +1.8% | +17.3% |
| 6M | 0.0% | +6.9% | -6.9% | +1.1% |
| YTD | -20.5% | -20.5% | 0.0% | -27.3% |
| 1Y | -21.9% | -18.1% | -3.8% | -27.6% |
| All | -21.9% | -19.3% | -2.6% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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