-3.0%
ISRG vs TEL
+49.6%
-52.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.8% | -2.8% | -3.6% |
| 7D | -5.2% | -1.4% | -3.7% | -4.5% |
| 30D | -7.6% | -4.9% | -2.7% | -5.5% |
| 3M | -16.4% | +0.1% | -16.4% | -17.1% |
| 6M | -28.6% | +0.4% | -28.9% | -30.7% |
| YTD | -38.2% | -8.9% | -29.3% | -37.3% |
| 1Y | -25.5% | -0.3% | -25.2% | -29.1% |
| 3Y | +17.4% | +67.6% | -50.2% | -24.4% |
| 5Y | -3.0% | +50.7% | -53.6% | -33.6% |
| All | -3.0% | +49.6% | -52.5% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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