+5.7%
ISRG vs RGTI
+56.1%
-50.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.6% | +2.1% |
| 7D | -2.5% | -0.1% | -2.4% | -2.5% |
| 30D | -10.2% | -16.2% | +6.0% | -9.6% |
| 3M | -12.5% | -22.0% | +9.5% | -11.9% |
| 6M | -25.8% | -10.8% | -15.0% | -26.3% |
| YTD | -36.4% | -31.6% | -4.8% | -36.2% |
| 1Y | -19.9% | -6.4% | -13.5% | -21.9% |
| 3Y | +20.9% | +665.7% | -644.8% | -2.2% |
| 5Y | +5.7% | +55.6% | -50.0% | -10.2% |
| All | +5.7% | +56.1% | -50.5% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 5y: compounded portfolio wealth divided by compounded RGTI 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…
5y analysis · Full analysis span regression · 6 months rolling