-2.2%
ISRG vs QQQI
+57.7%
-59.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +1.6% |
| 7D | +0.7% | -0.3% | +1.0% | +1.0% |
| 30D | -8.0% | -0.3% | -7.7% | -7.8% |
| 3M | -10.6% | +1.3% | -11.9% | -12.3% |
| 6M | -25.1% | +11.5% | -36.6% | -33.9% |
| YTD | -34.8% | +11.3% | -46.1% | -42.3% |
| 1Y | -19.0% | +16.9% | -35.9% | -32.3% |
| All | -2.2% | +57.7% | -59.8% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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