+28.1%
ISRG vs SOXQ
+286.7%
-258.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +1.7% |
| 7D | +0.7% | +0.8% | -0.1% | +0.3% |
| 30D | -8.0% | -4.6% | -3.4% | -6.6% |
| 3M | -10.6% | -10.2% | -0.4% | -9.0% |
| 6M | -25.1% | +49.7% | -74.8% | -41.9% |
| YTD | -34.8% | +67.2% | -102.1% | -52.5% |
| 1Y | -19.0% | +98.0% | -117.0% | -46.5% |
| 3Y | +22.1% | +237.2% | -215.1% | -43.6% |
| 5Y | +8.2% | +261.3% | -253.1% | -53.5% |
| All | +28.1% | +286.7% | -258.5% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 10y: compounded portfolio wealth divided by compounded SOXQ 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…
10y analysis · Full analysis span regression · 6 months rolling