+0.2%
ISRG vs TE
-56.1%
+56.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.5% | -6.9% | -3.3% |
| 7D | +4.8% | -12.6% | +17.4% | +4.7% |
| 30D | +9.2% | -36.7% | +46.0% | +8.8% |
| 3M | +21.2% | -57.5% | +78.6% | +20.6% |
| 6M | +0.2% | -55.2% | +55.5% | -4.1% |
| All | +0.2% | -56.1% | +56.3% | -4.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling