+23.9%
ISRG vs RPRX
+91.5%
-67.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.2% |
| 7D | +4.8% | +0.2% | +4.6% | +4.8% |
| 30D | +9.2% | +18.6% | -9.3% | +2.5% |
| 3M | +21.2% | +18.0% | +3.2% | +13.9% |
| 6M | +0.2% | +33.8% | -33.6% | -10.2% |
| YTD | -20.1% | +76.6% | -96.6% | -35.6% |
| 1Y | -17.3% | +68.2% | -85.6% | -32.3% |
| 3Y | +63.3% | +161.5% | -98.2% | +8.7% |
| All | +23.9% | +91.5% | -67.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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