-10.5%
ISRG vs TRGP
+89.5%
-100.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -4.5% | +13.9% | +8.3% |
| 7D | +8.5% | -6.5% | +15.0% | +7.1% |
| 30D | +18.6% | -0.4% | +19.0% | +18.5% |
| 3M | +30.9% | +8.8% | +22.1% | +33.0% |
| 6M | +6.6% | +11.0% | -4.4% | +8.1% |
| YTD | -14.9% | +57.4% | -72.3% | -10.9% |
| 1Y | -10.5% | +87.9% | -98.4% | -6.1% |
| All | -10.5% | +89.5% | -100.1% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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