+536.3%
ISRG vs BEN
+70.4%
+465.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.3% | -4.6% | -0.8% |
| 7D | +5.4% | +12.2% | -6.8% | +0.7% |
| 30D | +8.6% | +12.1% | -3.5% | +3.8% |
| 3M | +21.6% | +7.3% | +14.3% | +17.9% |
| 6M | +2.3% | +17.9% | -15.5% | -4.5% |
| YTD | -18.7% | +55.4% | -74.1% | -32.4% |
| 1Y | -17.8% | +69.3% | -87.1% | -33.9% |
| 3Y | +69.1% | +82.8% | -13.8% | +26.9% |
| 5Y | +26.5% | +28.8% | -2.3% | +7.0% |
| 10Y | +536.3% | +53.9% | +482.4% | +333.7% |
| All | +536.3% | +70.4% | +465.8% | +333.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling