+41.2%
ISRG vs BBAI
-71.8%
+113.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | -2.5% | -5.4% | +2.8% | -2.4% |
| 30D | -10.2% | -15.3% | +5.2% | -9.9% |
| 3M | -12.5% | -29.9% | +17.3% | -12.0% |
| 6M | -25.8% | -30.7% | +4.9% | -25.4% |
| YTD | -36.4% | -47.8% | +11.4% | -35.8% |
| 1Y | -19.9% | -40.4% | +20.5% | -19.6% |
| 3Y | +20.9% | +66.9% | -46.0% | +18.5% |
| 5Y | +5.7% | -71.4% | +77.0% | +14.4% |
| All | +41.2% | -71.8% | +113.0% | +52.6% |
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