+35,000.4%
TQQQ vs ISRG
+882.4%
+34,118.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | +4.8% |
| 7D | +4.4% | -5.2% | +9.5% | +10.5% |
| 30D | -3.1% | -7.6% | +4.5% | +4.9% |
| 3M | -5.2% | -16.4% | +11.2% | +9.3% |
| 6M | +52.4% | -28.6% | +81.0% | +107.2% |
| YTD | +37.4% | -38.2% | +75.6% | +121.7% |
| 1Y | +56.0% | -25.5% | +81.5% | +94.4% |
| 3Y | +268.7% | +17.4% | +251.3% | +180.9% |
| 5Y | +101.2% | -3.0% | +104.2% | +112.3% |
| 10Y | +2,840.4% | +356.0% | +2,484.4% | +805.2% |
| All | +35,000.4% | +882.4% | +34,118.0% | +5,240.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling