+286.8%
SMH vs ISRG
+17.7%
+269.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | +4.3% | -5.0% | +9.3% | +6.4% |
| 30D | +0.9% | -10.2% | +11.1% | +5.0% |
| 3M | -2.8% | -17.2% | +14.4% | +3.6% |
| 6M | +45.6% | -28.4% | +74.1% | +66.6% |
| YTD | +59.5% | -37.6% | +97.1% | +96.4% |
| 1Y | +93.4% | -24.4% | +117.9% | +111.3% |
| All | +286.8% | +17.7% | +269.1% | +259.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling