+432.9%
SNXX vs ISRG
-31.2%
+464.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +22.8% |
| 7D | +34.9% | -1.6% | +36.5% | +33.5% |
| 30D | +52.5% | -2.3% | +54.8% | +50.6% |
| 3M | -41.3% | -12.4% | -28.9% | -39.2% |
| 6M | +293.8% | -26.8% | +320.6% | +277.7% |
| All | +432.9% | -31.2% | +464.1% | +368.1% |
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