+25.5%
ISRG vs TECH
-41.0%
+66.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | -2.0% | +0.1% | -2.2% | -2.1% |
| 30D | +5.6% | +0.5% | +5.0% | +5.4% |
| 3M | +10.5% | +1.1% | +9.5% | +10.1% |
| 6M | +2.6% | +62.8% | -60.2% | -14.8% |
| YTD | -21.7% | +24.5% | -46.1% | -29.8% |
| 1Y | -21.6% | +20.6% | -42.2% | -29.0% |
| 3Y | +57.0% | +29.5% | +27.6% | +24.7% |
| All | +25.5% | -41.0% | +66.4% | +51.4% |
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