+22,229.9%
ISRG vs RTX
+1,669.4%
+20,560.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -2.7% |
| 7D | +4.8% | -5.1% | +10.0% | +7.7% |
| 30D | +9.2% | +5.1% | +4.1% | +6.0% |
| 3M | +21.2% | -14.8% | +36.0% | +31.4% |
| 6M | +0.2% | +8.0% | -7.8% | -4.7% |
| YTD | -20.1% | +4.5% | -24.5% | -23.4% |
| 1Y | -17.3% | +9.8% | -27.2% | -23.1% |
| 3Y | +63.3% | +144.2% | -80.9% | -4.7% |
| 5Y | +24.1% | +131.4% | -107.4% | -27.1% |
| 10Y | +507.0% | +273.3% | +233.7% | +149.8% |
| All | +22,229.9% | +1,669.4% | +20,560.4% | +3,524.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling