+225.3%
SMH vs ISRG
+54.2%
+171.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.2% |
| 7D | +12.1% | -6.1% | +18.2% | +14.6% |
| 30D | -14.7% | +4.2% | -18.9% | -16.3% |
| 3M | -14.2% | +9.6% | -23.8% | -17.8% |
| 6M | -10.6% | +1.9% | -12.5% | -12.7% |
| YTD | +39.3% | -22.3% | +61.6% | +57.3% |
| 1Y | +41.6% | -23.2% | +64.7% | +60.7% |
| All | +225.3% | +54.2% | +171.2% | +163.7% |
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 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