+381.8%
STX vs ISRG
-25.0%
+406.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.5% | +11.0% | +5.4% |
| 7D | +10.7% | -5.2% | +15.9% | +9.4% |
| 30D | +11.3% | -7.6% | +18.8% | +9.4% |
| 3M | +3.2% | -16.4% | +19.6% | +2.4% |
| 6M | +157.0% | -28.6% | +185.5% | +162.3% |
| YTD | +229.2% | -38.2% | +267.4% | +249.4% |
| 1Y | +381.8% | -25.5% | +407.3% | +409.2% |
| All | +381.8% | -25.0% | +406.8% | +409.2% |
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 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