+59.1%
ISRG vs TGT
+68.2%
-9.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | -6.8% | +0.5% | -7.2% | -6.8% |
| 30D | +5.1% | +6.7% | -1.5% | +4.0% |
| 3M | +12.0% | +8.4% | +3.6% | +10.4% |
| 6M | +7.0% | +40.7% | -33.7% | +1.5% |
| YTD | -20.6% | +72.2% | -92.9% | -27.0% |
| 1Y | -21.4% | +86.2% | -107.6% | -28.6% |
| All | +59.1% | +68.2% | -9.1% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling