+21,593.2%
ISRG vs TGT
+838.5%
+20,754.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.8% |
| 7D | -6.1% | +2.6% | -8.7% | -6.9% |
| 30D | +4.2% | +6.6% | -2.4% | +2.1% |
| 3M | +9.6% | +5.2% | +4.4% | +7.5% |
| 6M | +1.9% | +35.3% | -33.5% | -8.1% |
| YTD | -22.3% | +70.3% | -92.7% | -35.3% |
| 1Y | -23.2% | +81.2% | -104.3% | -37.4% |
| 3Y | +58.5% | +66.9% | -8.4% | +25.6% |
| 5Y | +23.9% | -27.2% | +51.1% | +26.5% |
| 10Y | +536.7% | +206.6% | +330.1% | +272.7% |
| All | +21,593.2% | +838.5% | +20,754.7% | +9,040.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling