-24.4%
ISRG vs TGT
+79.1%
-103.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +1.5% |
| 7D | -5.0% | -3.6% | -1.4% | -4.3% |
| 30D | -10.2% | +4.4% | -14.6% | -11.2% |
| 3M | -17.2% | +25.4% | -42.6% | -20.5% |
| 6M | -28.4% | +33.4% | -61.8% | -32.1% |
| YTD | -37.6% | +65.6% | -103.2% | -42.5% |
| 1Y | -24.4% | +80.3% | -104.7% | -32.3% |
| All | -24.4% | +79.1% | -103.6% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 1y: compounded portfolio wealth divided by compounded TGT 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…
1y analysis · Full analysis span regression · 6 months rolling