+536.3%
ISRG vs TEAM
+495.8%
+40.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | +5.4% | -17.2% | +22.6% | +10.1% |
| 30D | +8.6% | -25.1% | +33.7% | +16.0% |
| 3M | +21.6% | +3.9% | +17.7% | +19.0% |
| 6M | +2.3% | +69.1% | -66.8% | -14.3% |
| YTD | -18.7% | -4.5% | -14.2% | -22.5% |
| 1Y | -17.8% | -1.9% | -15.9% | -22.3% |
| 3Y | +69.1% | -9.3% | +78.4% | +54.5% |
| 5Y | +26.5% | -65.2% | +91.6% | +40.7% |
| 10Y | +536.3% | +467.0% | +69.3% | +208.5% |
| All | +536.3% | +495.8% | +40.5% | +208.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling