+4,495.9%
SMCI vs ISRG
+2,434.5%
+2,061.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.5% | +6.2% | +3.5% |
| 7D | +9.7% | -5.2% | +14.8% | +11.9% |
| 30D | +29.3% | -7.6% | +36.9% | +33.1% |
| 3M | -8.5% | -16.4% | +7.9% | -3.1% |
| 6M | +28.6% | -28.6% | +57.1% | +44.9% |
| YTD | +37.5% | -38.2% | +75.7% | +64.5% |
| 1Y | +0.5% | -25.5% | +26.0% | +9.8% |
| 3Y | +43.4% | +17.4% | +26.0% | +34.2% |
| 5Y | +1,008.2% | -3.0% | +1,011.1% | +990.4% |
| 10Y | +1,776.0% | +356.0% | +1,420.1% | +960.5% |
| All | +4,495.9% | +2,434.5% | +2,061.4% | +1,460.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling