+21,775.7%
ISRG vs BDX
+1,445.1%
+20,330.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.3% |
| 7D | -2.0% | +2.9% | -4.9% | -3.5% |
| 30D | +5.6% | +15.4% | -9.9% | -1.8% |
| 3M | +10.5% | +20.5% | -10.0% | +0.5% |
| 6M | +2.6% | +53.2% | -50.6% | -17.3% |
| YTD | -21.7% | +45.7% | -67.4% | -35.6% |
| 1Y | -21.6% | +47.3% | -68.8% | -35.9% |
| 3Y | +57.0% | +25.1% | +32.0% | +35.2% |
| 5Y | +25.0% | +27.4% | -2.5% | +6.0% |
| 10Y | +542.1% | +95.4% | +446.7% | +331.4% |
| All | +21,775.7% | +1,445.1% | +20,330.6% | +7,685.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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