+123.8%
STX vs ISRG
-11.6%
+135.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +9.4% | -17.5% | -5.3% |
| 7D | -20.2% | +8.5% | -28.7% | -17.9% |
| 30D | -37.2% | +18.6% | -55.8% | -33.8% |
| 3M | -34.1% | +30.9% | -65.0% | -28.2% |
| 6M | -24.5% | +6.6% | -31.0% | -15.2% |
| YTD | +102.9% | -14.9% | +117.8% | +179.0% |
| 1Y | +123.8% | -10.5% | +134.3% | +186.1% |
| All | +123.8% | -11.6% | +135.4% | +186.1% |
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