+72.3%
ISRG vs BBAI
-79.3%
+151.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -10.0% | +7.9% | -1.9% |
| 7D | -6.1% | -6.8% | +0.6% | -6.0% |
| 30D | +4.2% | -13.4% | +17.6% | +4.5% |
| 3M | +9.6% | -36.5% | +46.1% | +10.5% |
| 6M | +1.9% | -50.6% | +52.5% | +3.1% |
| YTD | -22.3% | -61.7% | +39.3% | -21.2% |
| 1Y | -23.2% | -71.1% | +48.0% | -21.7% |
| 3Y | +58.5% | +32.7% | +25.8% | +56.3% |
| 5Y | +23.9% | -79.2% | +103.2% | +34.2% |
| All | +72.3% | -79.3% | +151.6% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling