+536.3%
ISRG vs TECH
+204.1%
+332.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +5.4% | +0.2% | +5.2% | +5.3% |
| 30D | +8.6% | +0.5% | +8.1% | +8.4% |
| 3M | +21.6% | +0.9% | +20.7% | +21.2% |
| 6M | +2.3% | +51.0% | -48.7% | -15.5% |
| YTD | -18.7% | +24.4% | -43.1% | -28.9% |
| 1Y | -17.8% | +27.6% | -45.3% | -29.1% |
| 3Y | +69.1% | +29.9% | +39.1% | +31.4% |
| 5Y | +26.5% | -40.6% | +67.1% | +48.8% |
| 10Y | +536.3% | +196.7% | +339.5% | +222.3% |
| All | +536.3% | +204.1% | +332.1% | +222.3% |
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