+23.9%
ISRG vs TECH
-40.1%
+64.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | +4.8% | +0.2% | +4.6% | +4.8% |
| 30D | +9.2% | +0.3% | +8.9% | +9.1% |
| 3M | +21.2% | +1.3% | +19.8% | +20.6% |
| 6M | +0.2% | +54.0% | -53.7% | -15.3% |
| YTD | -20.1% | +24.3% | -44.3% | -28.3% |
| 1Y | -17.3% | +25.8% | -43.1% | -26.5% |
| 3Y | +63.3% | +26.0% | +37.4% | +31.8% |
| All | +23.9% | -40.1% | +64.0% | +50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling