+17,983.8%
ISRG vs TGT
+852.5%
+17,131.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | -2.3% | +12.2% | -14.5% | -5.9% |
| 3M | -12.4% | +33.8% | -46.2% | -20.5% |
| 6M | -26.8% | +39.3% | -66.1% | -34.6% |
| YTD | -35.3% | +72.9% | -108.1% | -46.2% |
| 1Y | -19.3% | +84.6% | -103.9% | -34.6% |
| 3Y | +18.1% | +46.2% | -28.1% | -2.2% |
| 5Y | +2.6% | -21.3% | +24.0% | +2.2% |
| 10Y | +379.4% | +213.5% | +165.9% | +178.4% |
| All | +17,983.8% | +852.5% | +17,131.4% | +7,495.9% |
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