+17.4%
ISRG vs TRGP
+265.9%
-248.4%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -4.8% |
| 7D | -5.2% | -0.6% | -4.6% | -5.1% |
| 30D | -7.6% | +14.6% | -22.1% | -10.7% |
| 3M | -16.4% | +11.9% | -28.3% | -19.4% |
| 6M | -28.6% | +25.3% | -53.8% | -33.9% |
| YTD | -38.2% | +61.9% | -100.0% | -47.7% |
| 1Y | -25.5% | +87.3% | -112.8% | -40.7% |
| 3Y | +17.4% | +268.0% | -250.6% | -12.2% |
| All | +17.4% | +265.9% | -248.4% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling