+533.8%
ISRG vs TRGP
+819.3%
-285.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.7% | -2.4% |
| 7D | -6.1% | +9.0% | -15.1% | -7.7% |
| 30D | +4.2% | +1.5% | +2.7% | +3.6% |
| 3M | +9.6% | +10.7% | -1.1% | +6.9% |
| 6M | +1.9% | +17.1% | -15.3% | -2.3% |
| YTD | -22.3% | +63.6% | -86.0% | -30.8% |
| 1Y | -23.2% | +77.0% | -100.1% | -32.7% |
| 3Y | +58.5% | +273.2% | -214.6% | +19.3% |
| 5Y | +23.9% | +508.6% | -484.7% | -15.5% |
| All | +533.8% | +819.3% | -285.4% | +264.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling