+921.6%
SMCI vs ISRG
+0.3%
+921.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.0% | -6.0% | -5.2% |
| 7D | -1.3% | -2.5% | +1.2% | 0.0% |
| 30D | +18.3% | -10.2% | +28.5% | +25.6% |
| 3M | +27.7% | -12.5% | +40.2% | +34.3% |
| 6M | +17.6% | -25.8% | +43.4% | +38.4% |
| YTD | +27.7% | -36.4% | +64.1% | +66.7% |
| 1Y | -14.9% | -19.9% | +5.0% | -8.0% |
| 3Y | +33.2% | +20.9% | +12.3% | +13.4% |
| 5Y | +921.6% | +5.7% | +915.9% | +751.9% |
| All | +921.6% | +0.3% | +921.3% | +751.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling