-8.8%
SMCI vs ISRG
-18.2%
+9.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +7.1% |
| 7D | +1.3% | +0.7% | +0.6% | +1.2% |
| 30D | +6.6% | -8.0% | +14.6% | +7.4% |
| 3M | +25.4% | -10.6% | +36.0% | +27.9% |
| 6M | +26.1% | -25.1% | +51.2% | +33.9% |
| YTD | +37.0% | -34.8% | +71.8% | +43.4% |
| 1Y | -8.8% | -19.0% | +10.3% | -1.7% |
| All | -8.8% | -18.2% | +9.4% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling