+22,229.9%
ISRG vs TECH
+541.1%
+21,688.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.9% |
| YTD | -20.1% | +24.3% | -44.3% | -28.2% |
| 1Y | -17.3% | +25.8% | -43.1% | -26.2% |
| 3Y | +63.3% | +26.0% | +37.4% | +38.5% |
| 5Y | +24.1% | -40.1% | +64.2% | +36.3% |
| 10Y | +507.0% | +210.6% | +296.4% | +281.8% |
| All | +22,229.9% | +541.1% | +21,688.8% | +10,274.3% |
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