+370.1%
ISRG vs TRGP
+827.0%
-456.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | -5.0% | -0.7% | -4.3% | -4.9% |
| 30D | -10.2% | +9.5% | -19.7% | -11.9% |
| 3M | -17.2% | +10.8% | -28.0% | -19.3% |
| 6M | -28.4% | +25.3% | -53.8% | -32.2% |
| YTD | -37.6% | +60.3% | -97.9% | -43.9% |
| 1Y | -24.4% | +84.6% | -109.0% | -34.2% |
| 3Y | +18.4% | +264.4% | -245.9% | -10.0% |
| 5Y | -1.0% | +636.6% | -637.5% | -34.1% |
| 10Y | +370.1% | +848.9% | -478.8% | +178.4% |
| All | +370.1% | +827.0% | -456.9% | +178.4% |
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