+80.1%
ISRG vs RVMD
+620.8%
-540.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +2.4% |
| 7D | -2.5% | -3.6% | +1.0% | -2.0% |
| 30D | -10.2% | -1.1% | -9.1% | -10.1% |
| 3M | -12.5% | +41.0% | -53.5% | -17.4% |
| 6M | -25.8% | +105.7% | -131.5% | -34.9% |
| YTD | -36.4% | +155.3% | -191.7% | -46.8% |
| 1Y | -19.9% | +402.7% | -422.6% | -40.7% |
| 3Y | +20.9% | +533.1% | -512.2% | -17.7% |
| 5Y | +5.7% | +583.5% | -577.9% | -34.0% |
| All | +80.1% | +620.8% | -540.7% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RVMD 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling