-25.5%
ISRG vs TECH
+34.5%
-60.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | -5.2% | +0.2% | -5.4% | -5.2% |
| 30D | -7.6% | +0.1% | -7.7% | -7.6% |
| 3M | -16.4% | +37.5% | -53.8% | -21.4% |
| 6M | -28.6% | +34.6% | -63.1% | -33.4% |
| YTD | -38.2% | +23.5% | -61.7% | -41.6% |
| 1Y | -25.5% | +34.4% | -59.9% | -30.9% |
| All | -25.5% | +34.5% | -60.0% | -30.9% |
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