+374.7%
ISRG vs TRI
+191.2%
+183.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.4% | +2.7% |
| 7D | -2.5% | -14.4% | +11.8% | +5.2% |
| 30D | -10.2% | -8.1% | -2.0% | -6.8% |
| 3M | -12.5% | +17.5% | -30.1% | -21.4% |
| 6M | -25.8% | -5.0% | -20.9% | -26.6% |
| YTD | -36.4% | -24.7% | -11.7% | -28.3% |
| 1Y | -19.9% | -41.5% | +21.6% | +6.2% |
| 3Y | +20.9% | -20.3% | +41.2% | +23.8% |
| 5Y | +5.7% | -10.9% | +16.6% | -1.5% |
| All | +374.7% | +191.2% | +183.5% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TRI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling