-17.3%
ISRG vs BA
-12.5%
-4.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.5% |
| 7D | +4.8% | +1.1% | +3.7% | +4.6% |
| 30D | +9.2% | -7.9% | +17.2% | +11.1% |
| 3M | +21.2% | -25.3% | +46.5% | +30.4% |
| 6M | +0.2% | -24.6% | +24.8% | +7.0% |
| YTD | -20.1% | -20.1% | +0.1% | -16.0% |
| 1Y | -17.3% | -11.8% | -5.6% | -13.3% |
| All | -17.3% | -12.5% | -4.9% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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