+22,068.6%
ISRG vs TD
+2,657.0%
+19,411.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -6.8% | -3.1% | -3.7% | -5.2% |
| 30D | +5.1% | +6.7% | -1.6% | +1.6% |
| 3M | +12.0% | +3.1% | +8.9% | +10.0% |
| 6M | +7.0% | +17.6% | -10.6% | -2.6% |
| YTD | -20.6% | +34.8% | -55.4% | -33.1% |
| 1Y | -21.4% | +55.6% | -77.0% | -38.9% |
| 3Y | +62.0% | +133.1% | -71.1% | -0.8% |
| 5Y | +28.1% | +104.7% | -76.5% | -16.1% |
| 10Y | +550.7% | +303.6% | +247.1% | +186.9% |
| All | +22,068.6% | +2,657.0% | +19,411.6% | +3,975.3% |
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