+0.2%
ISRG vs SMTC
-10.6%
+10.8%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +12.7% | -16.1% | -1.9% |
| 7D | +4.8% | -19.0% | +23.8% | +2.8% |
| 30D | +9.2% | -46.7% | +56.0% | +2.7% |
| 3M | +21.2% | -23.4% | +44.6% | +19.3% |
| 6M | +0.2% | -13.4% | +13.6% | +2.8% |
| All | +0.2% | -10.6% | +10.8% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 6mo: compounded portfolio wealth divided by compounded SMTC 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…
6mo analysis · Full analysis span regression · 6 months rolling