+356.0%
ISRG vs TEAM
+476.5%
-120.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.9% | +2.4% | -2.8% |
| 7D | -5.2% | -5.7% | +0.5% | -3.8% |
| 30D | -7.6% | +18.3% | -25.9% | -11.6% |
| 3M | -16.4% | +80.2% | -96.6% | -29.7% |
| 6M | -28.6% | +111.0% | -139.5% | -44.1% |
| YTD | -38.2% | +8.8% | -47.0% | -42.5% |
| 1Y | -25.5% | +2.2% | -27.7% | -29.8% |
| 3Y | +17.4% | -14.6% | +32.0% | +10.6% |
| 5Y | -3.0% | -53.8% | +50.8% | +0.1% |
| 10Y | +356.0% | +475.2% | -119.2% | +118.2% |
| All | +356.0% | +476.5% | -120.6% | +118.2% |
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