+374.7%
ISRG vs RRX
+216.7%
+158.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.9% | +4.0% | +2.7% |
| 7D | -2.5% | -3.7% | +1.2% | -1.4% |
| 30D | -10.2% | -9.3% | -0.9% | -7.4% |
| 3M | -12.5% | -21.8% | +9.3% | -7.3% |
| 6M | -25.8% | -22.0% | -3.8% | -22.6% |
| YTD | -36.4% | +11.9% | -48.3% | -42.6% |
| 1Y | -19.9% | +11.6% | -31.5% | -28.4% |
| 3Y | +20.9% | +2.2% | +18.7% | +4.9% |
| 5Y | +5.7% | +14.9% | -9.2% | -15.9% |
| All | +374.7% | +216.7% | +158.0% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RRX 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling