-19.3%
ISRG vs TEAM
+11.3%
-30.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.6% |
| 7D | -1.6% | -0.4% | -1.1% | -1.5% |
| 30D | -2.3% | +67.3% | -69.6% | -7.9% |
| 3M | -12.4% | +86.8% | -99.2% | -19.2% |
| 6M | -26.8% | +146.8% | -173.6% | -34.7% |
| YTD | -35.3% | +16.9% | -52.2% | -32.3% |
| 1Y | -19.3% | +12.8% | -32.1% | -15.7% |
| All | -19.3% | +11.3% | -30.6% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 1y: compounded portfolio wealth divided by compounded TEAM 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…
1y analysis · Full analysis span regression · 6 months rolling