-10.5%
ISRG vs RTX
+14.1%
-24.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -2.6% | +12.0% | +9.8% |
| 7D | +8.5% | +1.3% | +7.2% | +8.1% |
| 30D | +18.6% | +7.6% | +11.0% | +16.7% |
| 3M | +30.9% | -8.6% | +39.6% | +33.3% |
| 6M | +6.6% | +15.6% | -9.0% | +5.0% |
| YTD | -14.9% | +9.4% | -24.2% | -16.4% |
| 1Y | -10.5% | +14.7% | -25.2% | -12.5% |
| All | -10.5% | +14.1% | -24.6% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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