+550.7%
ISRG vs TECH
+193.9%
+356.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -6.8% | +0.1% | -6.9% | -6.8% |
| 30D | +5.1% | +0.3% | +4.8% | +5.0% |
| 3M | +12.0% | +1.0% | +11.0% | +11.6% |
| 6M | +7.0% | +54.0% | -47.0% | -12.4% |
| YTD | -20.6% | +24.3% | -45.0% | -30.6% |
| 1Y | -21.4% | +23.7% | -45.1% | -31.3% |
| 3Y | +62.0% | +28.5% | +33.5% | +26.6% |
| 5Y | +28.1% | -41.2% | +69.4% | +51.7% |
| 10Y | +550.7% | +189.2% | +361.5% | +223.3% |
| All | +550.7% | +193.9% | +356.8% | +223.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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