-44.1%
NBIS vs ISRG
+2.9%
-47.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.8% | -10.8% | -9.6% |
| 7D | -10.5% | -2.0% | -8.5% | -11.3% |
| 30D | -37.7% | +5.6% | -43.3% | -35.7% |
| 3M | -54.6% | +10.5% | -65.1% | -51.5% |
| 6M | -44.1% | +2.6% | -46.7% | -43.7% |
| All | -44.1% | +2.9% | -47.0% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 6mo: compounded portfolio wealth divided by compounded ISRG 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…
6mo analysis · Full analysis span regression · 6 months rolling