+108.9%
ISRG vs BBIO
+136.9%
-28.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.7% | +6.7% | +2.5% |
| 7D | -2.5% | -3.9% | +1.3% | -2.2% |
| 30D | -10.2% | -13.4% | +3.2% | -8.8% |
| 3M | -12.5% | +7.6% | -20.1% | -13.5% |
| 6M | -25.8% | -2.4% | -23.4% | -25.9% |
| YTD | -36.4% | -5.2% | -31.1% | -36.5% |
| 1Y | -19.9% | +36.9% | -56.8% | -23.5% |
| 3Y | +20.9% | +155.2% | -134.3% | +5.4% |
| 5Y | +5.7% | +44.0% | -38.3% | -18.2% |
| All | +108.9% | +136.9% | -28.0% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 all: compounded portfolio wealth divided by compounded BBIO 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…
all analysis · Full analysis span regression · 6 months rolling