+23.4%
ISRG vs RTX
+154.3%
-131.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.7% |
| 7D | -1.6% | -5.2% | +3.6% | -0.2% |
| 30D | -2.3% | -9.4% | +7.1% | +0.3% |
| 3M | -12.4% | +12.3% | -24.7% | -14.9% |
| 6M | -26.8% | -3.1% | -23.7% | -26.5% |
| YTD | -35.3% | +10.7% | -45.9% | -37.3% |
| 1Y | -19.3% | +28.4% | -47.7% | -24.8% |
| All | +23.4% | +154.3% | -131.0% | +0.6% |
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