-1.0%
ISRG vs BBY
+0.2%
-1.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.3% |
| 7D | -5.0% | +1.2% | -6.2% | -5.3% |
| 30D | -10.2% | +6.8% | -17.0% | -11.9% |
| 3M | -17.2% | +18.7% | -35.9% | -21.2% |
| 6M | -28.4% | +37.3% | -65.7% | -35.0% |
| YTD | -37.6% | +35.3% | -72.9% | -43.3% |
| 1Y | -24.4% | +20.7% | -45.1% | -29.4% |
| 3Y | +18.4% | +39.4% | -21.0% | +0.7% |
| 5Y | -1.0% | -1.5% | +0.5% | -10.3% |
| All | -1.0% | +0.2% | -1.2% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling