+17,983.8%
ISRG vs RTX
+1,774.5%
+16,209.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.2% | -0.5% |
| 7D | -1.6% | -5.2% | +3.6% | +1.2% |
| 30D | -2.3% | -9.4% | +7.1% | +2.9% |
| 3M | -12.4% | +12.3% | -24.7% | -18.1% |
| 6M | -26.8% | -3.1% | -23.7% | -26.2% |
| YTD | -35.3% | +10.7% | -45.9% | -39.6% |
| 1Y | -19.3% | +28.4% | -47.7% | -30.9% |
| 3Y | +18.1% | +147.1% | -128.9% | -31.6% |
| 5Y | +2.6% | +167.2% | -164.6% | -44.2% |
| 10Y | +379.4% | +274.7% | +104.7% | +98.1% |
| All | +17,983.8% | +1,774.5% | +16,209.3% | +2,757.3% |
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