+63.3%
ISRG vs TEAM
-13.4%
+76.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -16.2% | +12.8% | -0.7% |
| 7D | +4.8% | -19.8% | +24.7% | +8.5% |
| 30D | +9.2% | -21.5% | +30.7% | +13.3% |
| 3M | +21.2% | +39.5% | -18.3% | +12.9% |
| 6M | +0.2% | +73.1% | -72.8% | -11.3% |
| YTD | -20.1% | -5.2% | -14.8% | -19.5% |
| 1Y | -17.3% | -1.6% | -15.8% | -17.6% |
| 3Y | +63.3% | -11.4% | +74.8% | +66.1% |
| All | +63.3% | -13.4% | +76.7% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling