+23.9%
ISRG vs BBAI
-77.8%
+101.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | +4.8% | -14.6% | +19.4% | +5.1% |
| 30D | +9.2% | -11.6% | +20.8% | +9.4% |
| 3M | +21.2% | -26.2% | +47.4% | +21.8% |
| 6M | +0.2% | -49.2% | +49.4% | +1.4% |
| YTD | -20.1% | -58.9% | +38.8% | -19.0% |
| 1Y | -17.3% | -60.8% | +43.4% | -16.3% |
| 3Y | +63.3% | +51.0% | +12.3% | +60.7% |
| All | +23.9% | -77.8% | +101.7% | +32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling