+1,770.3%
SMCI vs ISRG
+391.9%
+1,378.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +6.0% |
| 7D | +1.3% | +0.7% | +0.6% | +0.8% |
| 30D | +6.6% | -8.0% | +14.6% | +11.0% |
| 3M | +25.4% | -10.6% | +36.0% | +29.6% |
| 6M | +26.1% | -25.1% | +51.2% | +44.1% |
| YTD | +37.0% | -34.8% | +71.8% | +69.1% |
| 1Y | -8.8% | -19.0% | +10.3% | -2.4% |
| 3Y | +44.6% | +22.1% | +22.5% | +28.2% |
| 5Y | +995.9% | +8.2% | +987.7% | +888.5% |
| All | +1,770.3% | +391.9% | +1,378.4% | +967.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling