+693.4%
ISRG vs TEAM
+631.8%
+61.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -16.2% | +12.8% | +0.4% |
| 7D | +4.8% | -19.8% | +24.7% | +10.0% |
| 30D | +9.2% | -21.5% | +30.7% | +15.0% |
| 3M | +21.2% | +39.5% | -18.3% | +9.3% |
| 6M | +0.2% | +73.1% | -72.8% | -15.6% |
| YTD | -20.1% | -5.2% | -14.8% | -23.6% |
| 1Y | -17.3% | -1.6% | -15.8% | -21.8% |
| 3Y | +63.3% | -11.4% | +74.8% | +51.2% |
| 5Y | +24.1% | -65.1% | +89.2% | +35.0% |
| 10Y | +507.0% | +471.3% | +35.7% | +246.6% |
| All | +693.4% | +631.8% | +61.6% | +338.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling