+49.5%
TQQQ vs ISRG
-18.2%
+67.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.4% | +0.1% | +1.8% |
| 7D | -1.9% | +0.7% | -2.6% | -2.2% |
| 30D | -4.9% | -8.0% | +3.2% | -2.2% |
| 3M | -6.4% | -10.6% | +4.2% | -3.2% |
| 6M | +44.4% | -25.1% | +69.5% | +64.3% |
| YTD | +35.2% | -34.8% | +70.0% | +62.2% |
| 1Y | +49.5% | -19.0% | +68.5% | +70.5% |
| All | +49.5% | -18.2% | +67.7% | +70.5% |
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