+356.0%
ISRG vs BEN
+56.5%
+299.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.4% |
| 7D | -5.2% | +4.7% | -9.9% | -6.8% |
| 30D | -7.6% | +2.6% | -10.2% | -8.5% |
| 3M | -16.4% | +11.5% | -27.8% | -19.8% |
| 6M | -28.6% | +35.3% | -63.9% | -36.7% |
| YTD | -38.2% | +48.6% | -86.8% | -47.2% |
| 1Y | -25.5% | +46.7% | -72.2% | -36.2% |
| 3Y | +17.4% | +57.0% | -39.6% | -5.3% |
| 5Y | -3.0% | +41.8% | -44.8% | -20.3% |
| 10Y | +356.0% | +55.2% | +300.8% | +238.1% |
| All | +356.0% | +56.5% | +299.5% | +238.1% |
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