+25.5%
ISRG vs SNPS
+30.3%
-4.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.5% | +1.4% |
| 7D | -2.0% | +1.1% | -3.1% | -2.4% |
| 30D | +5.6% | -5.2% | +10.7% | +7.1% |
| 3M | +10.5% | +10.6% | 0.0% | +4.7% |
| 6M | +2.6% | -10.6% | +13.2% | +4.4% |
| YTD | -21.7% | -3.1% | -18.6% | -23.5% |
| 1Y | -21.6% | +15.6% | -37.1% | -28.8% |
| 3Y | +57.0% | -12.9% | +70.0% | +39.9% |
| All | +25.5% | +30.3% | -4.8% | -17.5% |
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