+17,983.8%
ISRG vs TD
+2,579.6%
+15,404.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.5% | -0.1% |
| 7D | -1.6% | +0.3% | -1.9% | -1.8% |
| 30D | -2.3% | +0.4% | -2.7% | -2.6% |
| 3M | -12.4% | +7.6% | -20.1% | -16.2% |
| 6M | -26.8% | +25.0% | -51.8% | -35.6% |
| YTD | -35.3% | +31.0% | -66.3% | -44.6% |
| 1Y | -19.3% | +65.2% | -84.5% | -39.3% |
| 3Y | +18.1% | +122.5% | -104.4% | -25.8% |
| 5Y | +2.6% | +124.8% | -122.2% | -36.2% |
| 10Y | +379.4% | +298.2% | +81.2% | +113.1% |
| All | +17,983.8% | +2,579.6% | +15,404.3% | +3,278.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 all: compounded portfolio wealth divided by compounded TD 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…
all analysis · Full analysis span regression · 6 months rolling