-21.5%
NOW vs ISRG
+64.6%
-86.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.0% |
| 7D | -8.7% | +2.1% | -10.9% | -9.8% |
| 30D | -29.3% | +6.2% | -35.4% | -31.4% |
| 3M | -21.8% | +14.4% | -36.2% | -27.0% |
| 6M | +9.2% | 0.0% | +9.2% | +7.2% |
| YTD | -35.0% | -20.5% | -14.4% | -28.6% |
| 1Y | -42.5% | -21.9% | -20.6% | -36.5% |
| 3Y | -21.5% | +62.2% | -83.7% | -35.7% |
| All | -21.5% | +64.6% | -86.1% | -35.7% |
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 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