+63.3%
ISRG vs RTX
+143.3%
-80.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -3.0% |
| 7D | +4.8% | -5.1% | +10.0% | +6.1% |
| 30D | +9.2% | +5.1% | +4.1% | +7.5% |
| 3M | +21.2% | -14.8% | +36.0% | +26.3% |
| 6M | +0.2% | +8.0% | -7.8% | -1.9% |
| YTD | -20.1% | +4.5% | -24.5% | -21.7% |
| 1Y | -17.3% | +9.8% | -27.2% | -20.3% |
| 3Y | +63.3% | +144.2% | -80.9% | +39.6% |
| All | +63.3% | +143.3% | -80.0% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling