-23.2%
ISRG vs TECH
+23.9%
-47.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.2% |
| 7D | -6.1% | +0.2% | -6.4% | -6.1% |
| 30D | +4.2% | +0.5% | +3.7% | +4.1% |
| 3M | +9.6% | +1.0% | +8.7% | +9.5% |
| 6M | +1.9% | +54.1% | -52.2% | -5.8% |
| YTD | -22.3% | +24.4% | -46.7% | -27.4% |
| 1Y | -23.2% | +19.3% | -42.5% | -27.5% |
| All | -23.2% | +23.9% | -47.1% | -27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling