+16.8%
ISRG vs SOXQ
+235.9%
-219.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | -5.0% | +5.2% | -10.3% | -6.4% |
| 30D | -10.2% | -0.5% | -9.7% | -10.3% |
| 3M | -17.2% | -5.6% | -11.6% | -17.6% |
| 6M | -28.4% | +53.0% | -81.5% | -42.4% |
| YTD | -37.6% | +68.8% | -106.4% | -52.0% |
| 1Y | -24.4% | +105.7% | -130.2% | -47.3% |
| All | +16.8% | +235.9% | -219.1% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling