+23.9%
ISRG vs TEAM
-65.2%
+89.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -16.2% | +12.8% | +0.1% |
| 7D | +4.8% | -19.8% | +24.7% | +9.6% |
| 30D | +9.2% | -21.5% | +30.7% | +14.5% |
| 3M | +21.2% | +39.5% | -18.3% | +10.2% |
| 6M | +0.2% | +73.1% | -72.8% | -14.6% |
| YTD | -20.1% | -5.2% | -14.8% | -22.4% |
| 1Y | -17.3% | -1.6% | -15.8% | -20.6% |
| 3Y | +63.3% | -11.4% | +74.8% | +53.7% |
| All | +23.9% | -65.2% | +89.1% | +49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling