+73.4%
NFLX vs ISRG
+17.7%
+55.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -0.4% |
| 7D | -5.0% | -5.2% | +0.2% | -3.3% |
| 30D | +3.5% | -7.6% | +11.1% | +6.2% |
| 3M | -7.1% | -16.4% | +9.2% | -1.9% |
| 6M | -22.5% | -28.6% | +6.1% | -14.2% |
| YTD | -18.1% | -38.2% | +20.1% | -5.0% |
| 1Y | -38.3% | -25.5% | -12.8% | -33.8% |
| 3Y | +73.4% | +17.4% | +56.0% | +64.6% |
| All | +73.4% | +17.7% | +55.7% | +64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling