+204.4%
RSP vs ISRG
+358.2%
-153.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.5% | +3.5% | +0.5% |
| 7D | -0.4% | -5.2% | +4.8% | +1.4% |
| 30D | -1.5% | -7.6% | +6.0% | +1.0% |
| 3M | +4.8% | -16.4% | +21.1% | +10.3% |
| 6M | +10.3% | -28.6% | +38.8% | +22.1% |
| YTD | +14.1% | -38.2% | +52.2% | +32.9% |
| 1Y | +17.0% | -25.5% | +42.5% | +26.3% |
| 3Y | +54.2% | +17.4% | +36.8% | +35.3% |
| 5Y | +51.5% | -3.0% | +54.5% | +38.1% |
| 10Y | +204.4% | +356.0% | -151.6% | +66.7% |
| All | +204.4% | +358.2% | -153.8% | +66.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling