-70.5%
CBRS vs ISRG
+11.6%
-82.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +9.4% | -15.5% | -5.6% |
| 7D | -18.4% | +8.5% | -26.9% | -17.9% |
| 30D | -49.4% | +18.6% | -68.0% | -49.3% |
| 3M | -59.6% | +30.9% | -90.5% | -59.4% |
| All | -70.5% | +11.6% | -82.1% | -71.6% |
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 · Available span rolling