+17.4%
ISRG vs TE
-20.2%
+37.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +10.0% | -14.5% | -4.8% |
| 7D | -5.2% | +18.2% | -23.4% | -5.7% |
| 30D | -7.6% | -13.5% | +5.9% | -7.3% |
| 3M | -16.4% | -44.6% | +28.2% | -15.3% |
| 6M | -28.6% | -24.7% | -3.9% | -29.1% |
| YTD | -38.2% | -24.3% | -13.9% | -39.0% |
| 1Y | -25.5% | +155.6% | -181.1% | -31.2% |
| 3Y | +17.4% | -18.3% | +35.7% | +27.8% |
| All | +17.4% | -20.2% | +37.6% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TE 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling