+69.0%
ISRG vs BA
-11.9%
+80.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -2.1% |
| 7D | +4.4% | -0.1% | +4.5% | +4.5% |
| 30D | +15.8% | -9.1% | +24.9% | +18.4% |
| 3M | +24.9% | -28.2% | +53.1% | +35.9% |
| 6M | +3.8% | -23.1% | +26.9% | +10.6% |
| YTD | -17.3% | -20.6% | +3.3% | -12.9% |
| 1Y | -14.6% | -12.7% | -1.9% | -12.4% |
| All | +69.0% | -11.9% | +80.9% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling