-25.5%
ISRG vs RTX
+28.6%
-54.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.2% |
| 7D | -5.2% | -3.1% | -2.1% | -4.3% |
| 30D | -7.6% | -10.6% | +3.0% | -4.7% |
| 3M | -16.4% | +11.6% | -28.0% | -18.3% |
| 6M | -28.6% | -4.5% | -24.1% | -28.2% |
| YTD | -38.2% | +9.6% | -47.8% | -40.5% |
| 1Y | -25.5% | +30.8% | -56.3% | -30.8% |
| All | -25.5% | +28.6% | -54.1% | -30.8% |
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