-20.2%
BKNG vs ISRG
-20.1%
-0.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | 0.0% |
| 7D | -10.7% | -2.5% | -8.1% | -10.0% |
| 30D | -18.1% | -10.2% | -7.9% | -15.8% |
| 3M | +8.5% | -12.5% | +21.0% | +11.3% |
| 6M | -0.1% | -25.8% | +25.7% | +6.3% |
| YTD | -18.2% | -36.4% | +18.1% | -11.6% |
| All | -20.2% | -20.1% | -0.1% | -15.0% |
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