+1,019.5%
STX vs ISRG
+2.5%
+1,017.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.2% | +6.6% |
| 7D | +2.4% | -1.6% | +3.9% | +2.9% |
| 30D | +1.4% | -2.3% | +3.7% | +1.8% |
| 3M | -8.2% | -12.4% | +4.2% | -6.0% |
| 6M | +127.0% | -26.8% | +153.9% | +149.3% |
| YTD | +209.1% | -35.3% | +244.4% | +259.2% |
| 1Y | +365.4% | -19.3% | +384.7% | +383.8% |
| 3Y | +1,135.4% | +18.1% | +1,117.3% | +949.1% |
| All | +1,019.5% | +2.5% | +1,017.0% | +831.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling