+11.2%
NOW vs ISRG
+3.2%
+8.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.8% | -3.1% | -5.0% |
| 7D | -6.7% | +4.4% | -11.1% | -7.8% |
| 30D | -25.8% | +15.8% | -41.6% | -29.4% |
| 3M | -12.7% | +24.9% | -37.5% | -19.4% |
| 6M | +11.2% | +3.8% | +7.5% | +5.5% |
| All | +11.2% | +3.2% | +8.0% | +5.5% |
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