+73.2%
STX vs ISRG
-17.8%
+90.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.7% | +8.1% | +10.3% |
| 7D | -14.8% | +5.4% | -20.2% | -13.0% |
| 30D | -35.4% | +8.6% | -44.0% | -33.3% |
| 3M | -37.7% | +21.6% | -59.3% | -33.1% |
| 6M | -35.2% | +2.3% | -37.6% | -28.4% |
| YTD | +84.4% | -18.7% | +103.1% | +145.2% |
| All | +73.2% | -17.8% | +90.9% | +137.4% |
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