-21.6%
ISRG vs BBY
+41.6%
-63.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | -2.0% | +4.5% | -6.5% | -2.9% |
| 30D | +5.6% | +16.8% | -11.2% | +2.7% |
| 3M | +10.5% | +23.2% | -12.7% | +6.7% |
| 6M | +2.6% | +91.9% | -89.3% | -7.5% |
| YTD | -21.7% | +61.6% | -83.3% | -27.8% |
| 1Y | -21.6% | +43.9% | -65.4% | -25.8% |
| All | -21.6% | +41.6% | -63.2% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling