+28.2%
ISRG vs SNPS
+28.8%
-0.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.9% | +2.1% | -1.1% |
| 7D | +4.4% | -10.2% | +14.6% | +8.3% |
| 30D | +15.8% | -12.8% | +28.6% | +20.9% |
| 3M | +24.9% | +9.9% | +15.0% | +18.4% |
| 6M | +3.8% | -12.4% | +16.2% | +6.3% |
| YTD | -17.3% | -6.3% | -11.0% | -18.3% |
| 1Y | -14.6% | +7.6% | -22.2% | -20.4% |
| 3Y | +68.2% | -9.8% | +78.0% | +45.5% |
| All | +28.2% | +28.8% | -0.6% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 5y: compounded portfolio wealth divided by compounded SNPS 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…
5y analysis · Full analysis span regression · 6 months rolling