+536.3%
ISRG vs TRMB
+105.8%
+430.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.7% | +1.2% |
| 7D | +5.4% | -17.0% | +22.4% | +12.9% |
| 30D | +8.6% | -9.0% | +17.6% | +11.2% |
| 3M | +21.6% | -8.1% | +29.7% | +23.3% |
| 6M | +2.3% | -10.1% | +12.4% | +4.6% |
| YTD | -18.7% | -30.2% | +11.5% | -6.5% |
| 1Y | -17.8% | -30.7% | +12.9% | -5.3% |
| 3Y | +69.1% | +32.6% | +36.5% | +36.0% |
| 5Y | +26.5% | -38.1% | +64.6% | +47.0% |
| 10Y | +536.3% | +98.9% | +437.4% | +346.4% |
| All | +536.3% | +105.8% | +430.5% | +346.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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