+17,983.8%
ISRG vs TECH
+538.0%
+17,445.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | -2.3% | +0.7% | -3.0% | -2.5% |
| 3M | -12.4% | +36.3% | -48.8% | -22.3% |
| 6M | -26.8% | +25.6% | -52.4% | -34.2% |
| YTD | -35.3% | +23.7% | -58.9% | -41.8% |
| 1Y | -19.3% | +37.6% | -57.0% | -30.6% |
| 3Y | +18.1% | -6.6% | +24.7% | +11.4% |
| 5Y | +2.6% | -42.2% | +44.9% | +14.0% |
| 10Y | +379.4% | +187.6% | +191.9% | +208.6% |
| All | +17,983.8% | +538.0% | +17,445.8% | +8,315.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling